+38.2%
GEHC vs PAAS
+172.7%
-134.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.8% |
| 7D | +7.6% | +8.4% | -0.8% | +6.6% |
| 30D | +27.5% | -7.2% | +34.6% | +28.3% |
| 3M | +17.2% | -14.0% | +31.3% | +18.7% |
| 6M | +33.6% | -26.8% | +60.3% | +37.5% |
| YTD | +0.6% | -19.8% | +20.4% | +1.4% |
| 1Y | +11.3% | +22.8% | -11.5% | +5.3% |
| 3Y | +16.5% | +183.6% | -167.1% | -5.0% |
| All | +38.2% | +172.7% | -134.5% | +9.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling