+212.2%
PAAS vs GEN
+156.5%
+55.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -1.7% |
| 7D | -5.2% | -0.8% | -4.4% | -5.1% |
| 30D | -13.9% | +31.2% | -45.2% | -17.8% |
| 3M | -23.8% | +6.1% | -29.9% | -24.9% |
| 6M | -36.4% | +38.1% | -74.5% | -40.3% |
| YTD | -23.4% | +14.4% | -37.8% | -26.0% |
| 1Y | +5.6% | +15.1% | -9.5% | +1.9% |
| 3Y | +209.7% | +68.5% | +141.2% | +179.9% |
| 5Y | +55.6% | +35.8% | +19.7% | +43.2% |
| 10Y | +212.2% | +155.4% | +56.8% | +155.0% |
| All | +212.2% | +156.5% | +55.7% | +155.0% |
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