+155.4%
IWM vs PAAS
+168.2%
-12.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.8% | +5.1% | +0.1% |
| 7D | +0.3% | +4.2% | -3.9% | -0.3% |
| 30D | +0.6% | -13.8% | +14.4% | +2.4% |
| 3M | -6.2% | -22.7% | +16.5% | -3.5% |
| 6M | -0.8% | -32.1% | +31.3% | +3.4% |
| YTD | +14.8% | -22.3% | +37.0% | +16.7% |
| 1Y | +16.1% | +7.7% | +8.5% | +13.2% |
| 3Y | +71.5% | +214.0% | -142.5% | +43.1% |
| 5Y | +25.8% | +63.2% | -37.5% | +10.4% |
| 10Y | +155.4% | +185.5% | -30.1% | +114.0% |
| All | +155.4% | +168.2% | -12.8% | +114.0% |
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