+70.8%
PAAS vs GEN
+32.5%
+38.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +2.0% |
| 7D | +8.4% | +2.3% | +6.1% | +8.0% |
| 30D | -7.2% | +33.1% | -40.2% | -12.5% |
| 3M | -14.0% | +6.5% | -20.5% | -15.6% |
| 6M | -26.8% | +53.8% | -80.5% | -34.4% |
| YTD | -19.8% | +11.2% | -31.0% | -22.6% |
| 1Y | +22.8% | +19.4% | +3.5% | +16.6% |
| 3Y | +183.6% | +81.0% | +102.6% | +143.4% |
| All | +70.8% | +32.5% | +38.3% | +49.4% |
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