+44.0%
IGV vs PAAS
+250.5%
-206.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.9% |
| 7D | -4.5% | -2.9% | -1.6% | -4.2% |
| 30D | +3.2% | +6.8% | -3.6% | +2.3% |
| 3M | +4.5% | -2.9% | +7.4% | +4.5% |
| 6M | +22.1% | -16.4% | +38.5% | +23.7% |
| YTD | -1.0% | 0.0% | -1.1% | -2.3% |
| 1Y | -2.1% | +54.3% | -56.4% | -8.5% |
| All | +44.0% | +250.5% | -206.5% | +22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling