+126.3%
PAAS vs GNRC
-58.2%
+184.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.7% | +4.1% |
| 7D | +2.6% | +3.2% | -0.5% | +1.9% |
| 30D | +2.5% | -9.5% | +12.0% | +4.5% |
| 3M | +15.1% | -28.5% | +43.6% | +22.4% |
| 6M | -12.1% | -10.0% | -2.1% | -11.1% |
| YTD | +3.1% | +36.7% | -33.7% | -4.5% |
| 1Y | +50.8% | +2.6% | +48.3% | +46.9% |
| 3Y | +259.5% | +61.9% | +197.6% | +211.3% |
| 5Y | +126.3% | -59.0% | +185.4% | +118.7% |
| All | +126.3% | -58.2% | +184.5% | +118.7% |
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