+188.7%
GD vs PAAS
+206.7%
-18.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.6% |
| 7D | -5.3% | -2.9% | -2.4% | -5.1% |
| 30D | -6.4% | +6.8% | -13.2% | -6.9% |
| 3M | +5.7% | -2.9% | +8.6% | +5.6% |
| 6M | -0.9% | -16.4% | +15.5% | -0.4% |
| YTD | +8.2% | 0.0% | +8.1% | +7.5% |
| 1Y | +13.4% | +54.3% | -40.9% | +9.8% |
| 3Y | +68.5% | +230.7% | -162.2% | +54.7% |
| 5Y | +97.2% | +111.6% | -14.5% | +83.1% |
| All | +188.7% | +206.7% | -18.0% | +163.9% |
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