+49.2%
PAAS vs GNRC
-57.1%
+106.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.0% |
| 7D | -7.0% | +11.9% | -19.0% | -9.3% |
| 30D | -15.3% | -10.0% | -5.3% | -13.8% |
| 3M | -27.7% | -13.1% | -14.7% | -26.1% |
| 6M | -40.5% | -28.5% | -12.0% | -37.1% |
| YTD | -26.5% | +41.4% | -67.9% | -33.0% |
| 1Y | -0.8% | +18.8% | -19.5% | -6.5% |
| 3Y | +196.9% | +86.3% | +110.7% | +148.2% |
| 5Y | +49.2% | -56.8% | +106.0% | +46.7% |
| All | +49.2% | -57.1% | +106.3% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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