-9.2%
IGV vs PAAS
+18.2%
-27.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.3% | +2.2% |
| 7D | -0.4% | +8.8% | -9.3% | -1.5% |
| 30D | -9.9% | -8.5% | -1.5% | -9.1% |
| 3M | -1.2% | -17.0% | +15.8% | +0.6% |
| 6M | +11.3% | -27.9% | +39.2% | +14.6% |
| YTD | -4.0% | -17.5% | +13.5% | -4.1% |
| All | -9.2% | +18.2% | -27.4% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling