+49.2%
PAAS vs GEN
+31.4%
+17.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.5% |
| 7D | -7.0% | -3.0% | -4.1% | -6.5% |
| 30D | -15.3% | +24.7% | -40.0% | -19.1% |
| 3M | -27.7% | +4.1% | -31.9% | -28.7% |
| 6M | -40.5% | +36.0% | -76.5% | -45.0% |
| YTD | -26.5% | +10.9% | -37.4% | -29.0% |
| 1Y | -0.8% | +12.2% | -12.9% | -4.5% |
| 3Y | +196.9% | +63.3% | +133.6% | +160.2% |
| 5Y | +49.2% | +29.0% | +20.1% | +27.5% |
| All | +49.2% | +31.4% | +17.8% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling