+765.0%
PAAS vs TRI
+561.6%
+203.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +3.0% | -0.4% |
| 7D | -2.9% | -0.5% | -2.4% | -2.8% |
| 30D | +6.8% | +7.9% | -1.1% | +3.6% |
| 3M | -2.9% | +24.1% | -26.9% | -12.6% |
| 6M | -16.4% | +3.8% | -20.3% | -21.0% |
| YTD | 0.0% | -16.9% | +16.9% | +2.2% |
| 1Y | +54.3% | -38.4% | +92.7% | +79.0% |
| 3Y | +230.7% | -12.2% | +242.9% | +222.3% |
| 5Y | +111.6% | -1.8% | +113.4% | +94.6% |
| 10Y | +211.7% | +207.6% | +4.1% | +67.5% |
| All | +765.0% | +561.6% | +203.4% | +212.5% |
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