+119.0%
PAAS vs GEN
+24.6%
+94.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -1.9% |
| 7D | -2.9% | -1.2% | -1.7% | -2.6% |
| 30D | +6.8% | +10.1% | -3.3% | +4.5% |
| 3M | -2.9% | +16.1% | -19.0% | -6.3% |
| 6M | -16.4% | +38.9% | -55.3% | -23.0% |
| YTD | 0.0% | +14.4% | -14.4% | -3.6% |
| 1Y | +54.3% | +5.9% | +48.5% | +51.3% |
| 3Y | +230.7% | +58.8% | +171.9% | +193.0% |
| All | +119.0% | +24.6% | +94.3% | +87.8% |
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