+179.3%
IJH vs PAAS
+230.4%
-51.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -1.9% | -1.9% | +0.1% | -1.7% |
| 30D | -4.6% | -3.6% | -1.1% | -4.4% |
| 3M | -1.2% | +8.6% | -9.7% | -2.4% |
| 6M | +9.4% | -16.7% | +26.1% | +10.8% |
| YTD | +13.3% | -1.9% | +15.3% | +12.1% |
| 1Y | +13.4% | +38.0% | -24.6% | +7.4% |
| 3Y | +50.4% | +234.9% | -184.5% | +26.0% |
| 5Y | +49.0% | +119.5% | -70.5% | +27.9% |
| All | +179.3% | +230.4% | -51.1% | +128.6% |
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