+39.3%
GEHC vs PAAS
+148.4%
-109.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | +0.8% | -8.9% | +9.7% | +1.9% |
| 30D | +21.3% | -11.4% | +32.7% | +22.9% |
| 3M | +12.6% | -20.4% | +33.0% | +15.2% |
| 6M | +34.3% | -40.7% | +75.0% | +42.0% |
| YTD | +1.4% | -26.9% | +28.4% | +3.3% |
| 1Y | +12.5% | -3.1% | +15.5% | +9.8% |
| 3Y | +19.2% | +199.3% | -180.0% | -3.1% |
| All | +39.3% | +148.4% | -109.2% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling