+186.4%
PAAS vs IAG
+326.7%
-140.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.8% | -2.9% | -0.6% |
| 7D | +8.8% | +24.0% | -15.2% | -4.6% |
| 30D | -8.5% | +5.5% | -14.0% | -11.6% |
| 3M | -17.0% | +8.3% | -25.3% | -20.9% |
| 6M | -27.9% | +6.1% | -34.0% | -30.6% |
| YTD | -17.5% | +20.3% | -37.8% | -26.2% |
| 1Y | +22.8% | +56.5% | -33.6% | -5.5% |
| 3Y | +224.2% | +762.6% | -538.4% | -12.4% |
| 5Y | +73.6% | +546.3% | -472.6% | -51.0% |
| 10Y | +186.4% | +356.1% | -169.7% | -12.5% |
| All | +186.4% | +326.7% | -140.3% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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