+990.2%
IBKR vs PAAS
+230.4%
+759.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.2% |
| 7D | -1.3% | -1.9% | +0.6% | -1.2% |
| 30D | -0.2% | -3.6% | +3.3% | 0.0% |
| 3M | +3.0% | +8.6% | -5.6% | +2.1% |
| 6M | +33.9% | -16.7% | +50.5% | +35.2% |
| YTD | +42.5% | -1.9% | +44.4% | +42.1% |
| 1Y | +44.9% | +38.0% | +6.9% | +41.0% |
| 3Y | +293.0% | +234.9% | +58.1% | +261.1% |
| 5Y | +497.7% | +119.5% | +378.2% | +456.7% |
| All | +990.2% | +230.4% | +759.9% | +906.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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