+1,269.9%
PAAS vs GEN
+2,430.6%
-1,160.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -2.2% |
| 7D | -2.9% | -1.2% | -1.7% | -2.8% |
| 30D | +6.8% | +10.1% | -3.3% | +5.8% |
| 3M | -2.9% | +16.1% | -19.0% | -4.3% |
| 6M | -16.4% | +38.9% | -55.3% | -19.2% |
| YTD | 0.0% | +14.4% | -14.4% | -1.6% |
| 1Y | +54.3% | +5.9% | +48.5% | +52.8% |
| 3Y | +230.7% | +58.8% | +171.9% | +214.8% |
| 5Y | +111.6% | +24.7% | +87.0% | +104.3% |
| 10Y | +211.7% | +163.1% | +48.6% | +179.2% |
| All | +1,269.9% | +2,430.6% | -1,160.8% | +926.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling