+153.0%
GE vs PAAS
+200.1%
-47.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.3% |
| 7D | -1.6% | -2.9% | +1.3% | -1.4% |
| 30D | -11.6% | +6.8% | -18.4% | -12.2% |
| 3M | +3.0% | -2.9% | +5.9% | +2.9% |
| 6M | -0.5% | -16.4% | +15.9% | +0.4% |
| YTD | +9.7% | 0.0% | +9.7% | +8.7% |
| 1Y | +20.0% | +54.3% | -34.3% | +14.3% |
| 3Y | +275.8% | +230.7% | +45.2% | +232.9% |
| 5Y | +429.1% | +111.6% | +317.4% | +375.2% |
| All | +153.0% | +200.1% | -47.1% | +124.2% |
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