+36.3%
TRV vs PAAS
+48.9%
-12.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | +0.5% |
| 7D | +0.2% | +2.6% | -2.5% | +0.3% |
| 30D | -2.3% | +2.5% | -4.8% | -2.2% |
| 3M | +22.7% | +15.1% | +7.6% | +23.6% |
| 6M | +21.9% | -12.1% | +34.0% | +22.1% |
| YTD | +27.5% | +3.1% | +24.4% | +28.4% |
| All | +36.3% | +48.9% | -12.6% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling