+15.0%
IWM vs PAAS
+21.8%
-6.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.8% |
| 7D | -2.0% | +8.4% | -10.4% | -3.2% |
| 30D | -1.5% | -7.2% | +5.7% | -0.5% |
| 3M | -8.0% | -14.0% | +6.0% | -6.4% |
| 6M | -4.1% | -26.8% | +22.7% | -0.6% |
| YTD | +11.9% | -19.8% | +31.7% | +13.6% |
| 1Y | +15.0% | +22.8% | -7.8% | +9.7% |
| All | +15.0% | +21.8% | -6.8% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling