+202.7%
PAAS vs TRU
+138.6%
+64.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | +0.1% |
| 7D | +2.0% | -7.2% | +9.2% | +4.0% |
| 30D | -0.1% | -2.8% | +2.7% | +0.6% |
| 3M | +8.2% | +13.0% | -4.8% | +3.9% |
| 6M | -13.8% | +0.7% | -14.5% | -14.9% |
| YTD | -0.6% | -9.0% | +8.4% | +0.1% |
| 1Y | +44.0% | -16.3% | +60.3% | +47.7% |
| 3Y | +246.6% | -1.1% | +247.6% | +222.2% |
| 5Y | +116.1% | -36.0% | +152.1% | +124.2% |
| 10Y | +202.7% | +139.9% | +62.9% | +91.4% |
| All | +202.7% | +138.6% | +64.1% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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