+63.2%
PAAS vs TRI
-0.5%
+63.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.1% | -5.9% | -5.8% |
| 7D | +4.2% | -1.6% | +5.8% | +4.3% |
| 30D | -13.8% | +5.0% | -18.8% | -14.5% |
| 3M | -22.7% | +4.6% | -27.3% | -23.5% |
| 6M | -32.1% | +18.3% | -50.4% | -34.7% |
| YTD | -22.3% | -14.7% | -7.6% | -16.8% |
| 1Y | +7.7% | -16.7% | +24.3% | +16.4% |
| 3Y | +214.0% | -11.3% | +225.4% | +209.9% |
| 5Y | +63.2% | -0.6% | +63.8% | +45.2% |
| All | +63.2% | -0.5% | +63.7% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling