+295.4%
TRV vs PAAS
+218.1%
+77.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | +0.2% |
| 7D | +0.2% | +2.6% | -2.5% | +0.1% |
| 30D | -2.3% | +2.5% | -4.8% | -2.5% |
| 3M | +22.7% | +15.1% | +7.6% | +21.7% |
| 6M | +21.9% | -12.1% | +34.0% | +22.3% |
| YTD | +27.5% | +3.1% | +24.4% | +26.4% |
| 1Y | +36.2% | +50.8% | -14.6% | +32.1% |
| 3Y | +140.6% | +259.5% | -118.9% | +119.6% |
| 5Y | +154.5% | +126.3% | +28.2% | +136.2% |
| 10Y | +295.4% | +239.7% | +55.7% | +251.0% |
| All | +295.4% | +218.1% | +77.3% | +251.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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