+126.3%
PAAS vs TRI
-10.1%
+136.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +4.0% |
| 7D | +2.6% | -8.4% | +11.0% | +3.8% |
| 30D | +2.5% | -6.5% | +8.9% | +3.3% |
| 3M | +15.1% | +18.6% | -3.5% | +10.4% |
| 6M | -12.1% | -10.4% | -1.6% | -10.1% |
| YTD | +3.1% | -23.7% | +26.8% | +12.1% |
| 1Y | +50.8% | -42.5% | +93.3% | +84.2% |
| 3Y | +259.5% | -19.3% | +278.8% | +259.0% |
| 5Y | +126.3% | -9.7% | +136.0% | +104.4% |
| All | +126.3% | -10.1% | +136.4% | +104.4% |
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