+186.4%
PAAS vs RGEN
+508.6%
-322.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.3% | +2.3% |
| 7D | +8.8% | +3.5% | +5.4% | +8.1% |
| 30D | -8.5% | +2.9% | -11.4% | -9.0% |
| 3M | -17.0% | +9.2% | -26.2% | -18.6% |
| 6M | -27.9% | +44.9% | -72.8% | -33.1% |
| YTD | -17.5% | +9.2% | -26.7% | -19.7% |
| 1Y | +22.8% | +25.3% | -2.5% | +16.7% |
| 3Y | +224.2% | +21.7% | +202.5% | +199.8% |
| 5Y | +73.6% | -34.5% | +108.1% | +70.2% |
| 10Y | +186.4% | +478.9% | -292.6% | +176.9% |
| All | +186.4% | +508.6% | -322.3% | +176.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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