+190.4%
GD vs PAAS
+187.9%
+2.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -2.2% |
| 7D | -3.9% | -0.4% | -3.5% | -3.9% |
| 30D | +8.1% | -11.6% | +19.7% | +8.7% |
| 3M | -6.8% | -15.6% | +8.8% | -6.1% |
| 6M | +3.0% | -19.1% | +22.1% | +3.7% |
| YTD | +7.8% | -20.9% | +28.7% | +8.3% |
| 1Y | +5.8% | +21.3% | -15.5% | +3.8% |
| 3Y | +55.3% | +177.4% | -122.1% | +44.1% |
| 5Y | +96.7% | +71.3% | +25.3% | +84.9% |
| All | +190.4% | +187.9% | +2.5% | +164.6% |
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