+188.5%
GD vs PAAS
+192.1%
-3.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | -5.0% | +8.4% | -13.4% | -5.4% |
| 30D | +8.9% | -7.2% | +16.1% | +9.3% |
| 3M | -8.0% | -14.0% | +6.0% | -7.5% |
| 6M | +2.9% | -26.8% | +29.7% | +4.2% |
| YTD | +7.1% | -19.8% | +26.9% | +7.5% |
| 1Y | +5.9% | +22.8% | -16.9% | +3.8% |
| 3Y | +53.9% | +183.6% | -129.8% | +42.6% |
| 5Y | +95.4% | +73.8% | +21.6% | +83.5% |
| All | +188.5% | +192.1% | -3.6% | +162.7% |
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