+1,269.9%
PAAS vs TRMB
+1,285.7%
-15.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.3% | -2.3% |
| 7D | -2.9% | -2.5% | -0.4% | -2.6% |
| 30D | +6.8% | +1.5% | +5.3% | +6.6% |
| 3M | -2.9% | +6.8% | -9.7% | -3.9% |
| 6M | -16.4% | -14.9% | -1.5% | -14.9% |
| YTD | 0.0% | -24.1% | +24.1% | +3.3% |
| 1Y | +54.3% | -25.4% | +79.7% | +59.6% |
| 3Y | +230.7% | +8.0% | +222.7% | +223.6% |
| 5Y | +111.6% | -37.3% | +148.9% | +119.7% |
| 10Y | +211.7% | +116.8% | +94.9% | +174.8% |
| All | +1,269.9% | +1,285.7% | -15.8% | +885.8% |
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