+41.0%
GEHC vs PAAS
+180.6%
-139.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.9% | -0.9% | +1.7% |
| 7D | +5.6% | +8.8% | -3.2% | +4.6% |
| 30D | +27.9% | -8.5% | +36.3% | +29.0% |
| 3M | +17.1% | -17.0% | +34.2% | +19.2% |
| 6M | +32.5% | -27.9% | +60.4% | +36.8% |
| YTD | +2.7% | -17.5% | +20.1% | +3.1% |
| 1Y | +15.3% | +22.8% | -7.6% | +9.1% |
| 3Y | +23.7% | +224.2% | -200.6% | -0.5% |
| All | +41.0% | +180.6% | -139.7% | +11.6% |
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