+531.8%
PAAS vs TRI
+584.3%
-52.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -8.9% | -2.9% | -6.0% | -8.1% |
| 30D | -11.4% | +3.7% | -15.1% | -13.2% |
| 3M | -20.4% | +3.7% | -24.2% | -22.7% |
| 6M | -40.7% | +35.1% | -75.8% | -49.5% |
| YTD | -26.9% | -14.0% | -12.9% | -27.3% |
| 1Y | -3.1% | -19.0% | +15.9% | -1.0% |
| 3Y | +199.3% | -12.0% | +211.2% | +188.4% |
| 5Y | +48.3% | +0.6% | +47.6% | +33.5% |
| 10Y | +197.6% | +225.4% | -27.8% | +53.8% |
| All | +531.8% | +584.3% | -52.5% | +122.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling