+998.5%
PAAS vs GEN
+2,359.6%
-1,361.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +1.7% |
| 7D | +8.4% | +2.3% | +6.1% | +8.2% |
| 30D | -7.2% | +33.1% | -40.2% | -9.7% |
| 3M | -14.0% | +6.5% | -20.5% | -14.8% |
| 6M | -26.8% | +53.8% | -80.5% | -30.0% |
| YTD | -19.8% | +11.2% | -31.0% | -21.2% |
| 1Y | +22.8% | +19.4% | +3.5% | +20.0% |
| 3Y | +183.6% | +81.0% | +102.6% | +166.2% |
| 5Y | +73.8% | +33.4% | +40.4% | +66.4% |
| 10Y | +185.6% | +164.3% | +21.3% | +155.0% |
| All | +998.5% | +2,359.6% | -1,361.1% | +722.0% |
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