+161.6%
IWM vs PAAS
+192.1%
-30.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.8% |
| 7D | -2.0% | +8.4% | -10.4% | -3.0% |
| 30D | -1.5% | -7.2% | +5.7% | -0.6% |
| 3M | -8.0% | -14.0% | +6.0% | -6.6% |
| 6M | -4.1% | -26.8% | +22.7% | -1.0% |
| YTD | +11.9% | -19.8% | +31.7% | +13.4% |
| 1Y | +15.0% | +22.8% | -7.8% | +10.3% |
| 3Y | +64.2% | +183.6% | -119.4% | +38.6% |
| 5Y | +20.4% | +73.8% | -53.4% | +5.0% |
| All | +161.6% | +192.1% | -30.5% | +118.6% |
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