+162.4%
GE vs PAAS
+178.0%
-15.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.9% | +0.9% | +3.5% |
| 7D | +6.3% | +8.8% | -2.6% | +5.5% |
| 30D | +8.9% | -8.5% | +17.3% | +9.7% |
| 3M | -9.2% | -17.0% | +7.8% | -8.0% |
| 6M | +13.2% | -27.9% | +41.1% | +15.9% |
| YTD | +9.4% | -17.5% | +26.9% | +10.1% |
| 1Y | +9.8% | +22.8% | -13.0% | +6.8% |
| 3Y | +278.2% | +224.2% | +54.0% | +237.0% |
| 5Y | +396.0% | +73.6% | +322.4% | +352.7% |
| 10Y | +162.4% | +186.4% | -24.0% | +132.3% |
| All | +162.4% | +178.0% | -15.6% | +132.3% |
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