+197.9%
PAAS vs TRMB
+103.0%
+94.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -3.0% | -3.8% |
| 7D | -7.0% | +4.1% | -11.1% | -7.9% |
| 30D | -15.3% | -7.0% | -8.3% | -14.7% |
| 3M | -27.7% | -0.9% | -26.8% | -28.4% |
| 6M | -40.5% | -1.2% | -39.3% | -41.1% |
| YTD | -26.5% | -28.7% | +2.2% | -21.6% |
| 1Y | -0.8% | -32.1% | +31.3% | +7.2% |
| 3Y | +196.9% | +33.4% | +163.5% | +165.9% |
| 5Y | +49.2% | -35.6% | +84.8% | +54.0% |
| All | +197.9% | +103.0% | +94.9% | +160.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling