+914.8%
IGV vs PAAS
+1,412.8%
-498.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.3% |
| 7D | -5.2% | +8.4% | -13.6% | -5.9% |
| 30D | -10.0% | -7.2% | -2.8% | -9.4% |
| 3M | -0.5% | -14.0% | +13.5% | +0.5% |
| 6M | +12.6% | -26.8% | +39.4% | +15.2% |
| YTD | -6.4% | -19.8% | +13.4% | -5.6% |
| 1Y | -9.5% | +22.8% | -32.4% | -12.3% |
| 3Y | +41.7% | +183.6% | -141.9% | +25.4% |
| 5Y | +12.7% | +73.8% | -61.2% | +2.6% |
| 10Y | +354.1% | +185.6% | +168.5% | +284.6% |
| All | +914.8% | +1,412.8% | -498.0% | +1,094.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling