+202.7%
PAAS vs GRMN
+633.1%
-430.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +2.0% | +0.2% | +1.8% | +2.0% |
| 30D | -0.1% | -11.3% | +11.2% | +3.4% |
| 3M | +8.2% | +17.7% | -9.5% | +2.3% |
| 6M | -13.8% | +14.2% | -28.0% | -17.6% |
| YTD | -0.6% | +37.0% | -37.7% | -9.9% |
| 1Y | +44.0% | +17.0% | +27.0% | +36.0% |
| 3Y | +246.6% | +183.2% | +63.4% | +140.0% |
| 5Y | +116.1% | +77.3% | +38.8% | +68.1% |
| 10Y | +202.7% | +630.9% | -428.2% | +64.2% |
| All | +202.7% | +633.1% | -430.4% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling