+43.4%
IYR vs PAAS
+224.2%
-180.8%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.4% | +1.3% |
| 7D | +2.3% | +8.8% | -6.6% | +1.5% |
| 30D | +7.4% | -8.5% | +15.8% | +8.0% |
| 3M | -0.7% | -17.0% | +16.3% | +0.5% |
| 6M | +1.6% | -27.9% | +29.5% | +4.0% |
| YTD | +11.6% | -17.5% | +29.0% | +11.7% |
| 1Y | +10.5% | +22.8% | -12.3% | +5.6% |
| 3Y | +43.4% | +224.2% | -180.8% | +9.2% |
| All | +43.4% | +224.2% | -180.8% | +9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling