+5.6%
PAAS vs GEN
+18.5%
-12.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -1.5% |
| 7D | -5.2% | -0.8% | -4.4% | -5.1% |
| 30D | -13.9% | +31.2% | -45.1% | -15.8% |
| 3M | -23.8% | +6.1% | -29.8% | -23.7% |
| 6M | -36.4% | +38.1% | -74.5% | -39.4% |
| YTD | -23.4% | +14.4% | -37.7% | -22.3% |
| 1Y | +5.6% | +15.1% | -9.5% | +7.9% |
| All | +5.6% | +18.5% | -12.9% | +7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling