+348.3%
TRV vs PAAS
+183.5%
+164.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | -0.3% |
| 7D | -2.4% | -5.2% | +2.8% | -2.2% |
| 30D | +7.5% | -13.9% | +21.4% | +8.1% |
| 3M | +6.7% | -23.8% | +30.5% | +7.8% |
| 6M | +35.5% | -36.4% | +71.9% | +37.8% |
| YTD | +39.3% | -23.4% | +62.6% | +39.8% |
| 1Y | +41.8% | +5.6% | +36.2% | +39.7% |
| 3Y | +147.3% | +209.7% | -62.4% | +126.4% |
| 5Y | +178.3% | +55.6% | +122.8% | +162.7% |
| 10Y | +348.3% | +212.2% | +136.1% | +302.9% |
| All | +348.3% | +183.5% | +164.8% | +302.9% |
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