+200.1%
PAAS vs IBB
+132.1%
+68.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.0% |
| 7D | -2.9% | +1.4% | -4.3% | -3.5% |
| 30D | +6.8% | +10.5% | -3.7% | +2.0% |
| 3M | -2.9% | +23.6% | -26.5% | -12.0% |
| 6M | -16.4% | +22.6% | -39.1% | -23.8% |
| YTD | 0.0% | +25.7% | -25.7% | -9.7% |
| 1Y | +54.3% | +51.4% | +2.9% | +28.2% |
| 3Y | +230.7% | +64.4% | +166.3% | +163.4% |
| 5Y | +111.6% | +22.1% | +89.5% | +86.0% |
| All | +200.1% | +132.1% | +68.0% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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