+215.4%
PAAS vs TROW
+132.8%
+82.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | -3.7% | -3.0% | -0.7% | -2.9% |
| 30D | -1.9% | -5.5% | +3.6% | -0.3% |
| 3M | +15.1% | +2.3% | +12.8% | +14.4% |
| 6M | -17.1% | +23.9% | -41.0% | -21.7% |
| YTD | -1.3% | +7.9% | -9.2% | -3.5% |
| 1Y | +41.1% | +6.1% | +34.9% | +38.4% |
| 3Y | +244.2% | +13.8% | +230.4% | +227.8% |
| 5Y | +120.8% | -38.2% | +159.0% | +129.4% |
| All | +215.4% | +132.8% | +82.6% | +204.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded TROW 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling