+344.9%
TRV vs PAAS
+207.5%
+137.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +1.1% |
| 7D | +0.1% | -7.0% | +7.1% | +0.4% |
| 30D | +8.0% | -15.3% | +23.3% | +8.7% |
| 3M | +9.3% | -27.7% | +37.0% | +10.6% |
| 6M | +36.2% | -40.5% | +76.7% | +38.9% |
| YTD | +40.6% | -26.5% | +67.1% | +41.3% |
| 1Y | +43.1% | -0.8% | +43.8% | +41.4% |
| 3Y | +149.6% | +196.9% | -47.3% | +129.0% |
| 5Y | +181.6% | +49.2% | +132.5% | +166.3% |
| All | +344.9% | +207.5% | +137.4% | +300.3% |
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