+234.9%
PAAS vs TRI
-18.9%
+253.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | -1.9% | -7.9% | +5.9% | -1.7% |
| 30D | -3.6% | -4.5% | +0.9% | -3.4% |
| 3M | +8.6% | +22.1% | -13.5% | +6.6% |
| 6M | -16.7% | -2.8% | -13.9% | -15.8% |
| YTD | -1.9% | -23.4% | +21.5% | +6.1% |
| 1Y | +38.0% | -41.5% | +79.5% | +62.6% |
| 3Y | +234.9% | -19.2% | +254.1% | +260.1% |
| All | +234.9% | -18.9% | +253.9% | +260.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling