+151.9%
IWM vs PAAS
+183.5%
-31.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.1% |
| 7D | -0.3% | -5.2% | +4.9% | +0.3% |
| 30D | +1.9% | -13.9% | +15.8% | +3.7% |
| 3M | -5.7% | -23.8% | +18.1% | -2.8% |
| 6M | -0.3% | -36.4% | +36.1% | +4.8% |
| YTD | +15.8% | -23.4% | +39.1% | +17.9% |
| 1Y | +17.1% | +5.6% | +11.4% | +14.3% |
| 3Y | +73.1% | +209.7% | -136.6% | +44.3% |
| 5Y | +25.9% | +55.6% | -29.7% | +10.9% |
| 10Y | +151.9% | +212.2% | -60.3% | +109.7% |
| All | +151.9% | +183.5% | -31.6% | +109.7% |
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