+248.2%
PAAS vs RGEN
-3.7%
+252.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.1% |
| 7D | -2.9% | -4.9% | +2.0% | -1.8% |
| 30D | +6.8% | +5.7% | +1.1% | +5.7% |
| 3M | -2.9% | +32.4% | -35.3% | -8.6% |
| 6M | -16.4% | +33.2% | -49.6% | -22.0% |
| YTD | 0.0% | +2.3% | -2.3% | -1.4% |
| 1Y | +54.3% | +39.0% | +15.3% | +43.5% |
| All | +248.2% | -3.7% | +252.0% | +253.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling