+168.1%
IJR vs PAAS
+230.4%
-62.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -2.2% | -1.9% | -0.2% | -2.0% |
| 30D | -4.6% | -3.6% | -1.0% | -4.4% |
| 3M | +0.2% | +8.6% | -8.3% | -1.0% |
| 6M | +14.7% | -16.7% | +31.4% | +16.1% |
| YTD | +18.9% | -1.9% | +20.8% | +17.6% |
| 1Y | +19.9% | +38.0% | -18.1% | +13.7% |
| 3Y | +53.0% | +234.9% | -181.9% | +28.6% |
| 5Y | +40.9% | +119.5% | -78.6% | +21.2% |
| All | +168.1% | +230.4% | -62.3% | +121.8% |
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