+153.9%
TRV vs PAAS
+117.9%
+35.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -1.0% |
| 7D | +0.5% | +2.0% | -1.5% | +0.4% |
| 30D | -4.9% | -0.1% | -4.8% | -4.9% |
| 3M | +23.7% | +8.2% | +15.5% | +23.5% |
| 6M | +20.3% | -13.8% | +34.1% | +20.6% |
| YTD | +27.1% | -0.6% | +27.7% | +26.6% |
| 1Y | +35.3% | +44.0% | -8.7% | +32.8% |
| 3Y | +139.8% | +246.6% | -106.8% | +126.5% |
| 5Y | +153.9% | +116.1% | +37.8% | +144.0% |
| All | +153.9% | +117.9% | +35.9% | +144.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling