+212.2%
PAAS vs TRMB
+109.2%
+103.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.2% | -4.5% | -2.1% |
| 7D | -5.2% | +4.1% | -9.3% | -6.1% |
| 30D | -13.9% | -5.1% | -8.9% | -13.8% |
| 3M | -23.8% | -2.6% | -21.2% | -24.2% |
| 6M | -36.4% | -2.7% | -33.7% | -36.9% |
| YTD | -23.4% | -27.9% | +4.6% | -18.4% |
| 1Y | +5.6% | -29.0% | +34.7% | +12.8% |
| 3Y | +209.7% | +35.0% | +174.7% | +176.5% |
| 5Y | +55.6% | -33.9% | +89.5% | +59.7% |
| 10Y | +212.2% | +106.1% | +106.1% | +170.4% |
| All | +212.2% | +109.2% | +103.0% | +170.4% |
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