+155.5%
GE vs PAAS
+192.1%
-36.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.2% | +2.6% |
| 7D | +7.1% | +8.4% | -1.3% | +6.3% |
| 30D | +6.5% | -7.2% | +13.6% | +7.1% |
| 3M | -13.6% | -14.0% | +0.5% | -12.7% |
| 6M | +6.0% | -26.8% | +32.7% | +8.3% |
| YTD | +5.4% | -19.8% | +25.2% | +6.3% |
| 1Y | +6.5% | +22.8% | -16.4% | +3.5% |
| 3Y | +268.6% | +183.6% | +84.9% | +231.4% |
| 5Y | +389.0% | +73.8% | +315.2% | +346.9% |
| All | +155.5% | +192.1% | -36.6% | +127.0% |
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 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