+998.5%
PAAS vs TRMB
+1,160.8%
-162.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | +8.4% | -16.7% | +25.1% | +10.5% |
| 30D | -7.2% | -9.9% | +2.7% | -6.3% |
| 3M | -14.0% | -7.6% | -6.4% | -13.6% |
| 6M | -26.8% | -14.7% | -12.1% | -25.7% |
| YTD | -19.8% | -30.9% | +11.1% | -16.6% |
| 1Y | +22.8% | -31.3% | +54.2% | +27.8% |
| 3Y | +183.6% | +29.4% | +154.2% | +170.5% |
| 5Y | +73.8% | -37.4% | +111.2% | +79.9% |
| 10Y | +185.6% | +109.2% | +76.4% | +152.0% |
| All | +998.5% | +1,160.8% | -162.3% | +696.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling