+186.4%
PAAS vs GEN
+166.9%
+19.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +8.8% | -0.3% | +9.1% | +8.9% |
| 30D | -8.5% | +28.2% | -36.6% | -12.2% |
| 3M | -17.0% | +2.6% | -19.6% | -17.8% |
| 6M | -27.9% | +32.7% | -60.6% | -31.8% |
| YTD | -17.5% | +11.3% | -28.7% | -19.9% |
| 1Y | +22.8% | +17.9% | +4.9% | +18.0% |
| 3Y | +224.2% | +66.3% | +157.9% | +193.8% |
| 5Y | +73.6% | +31.7% | +42.0% | +60.6% |
| 10Y | +186.4% | +150.0% | +36.3% | +134.9% |
| All | +186.4% | +166.9% | +19.5% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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