+185.5%
PAAS vs IBB
+130.8%
+54.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.1% | -4.7% | -5.3% |
| 7D | +4.2% | +0.8% | +3.4% | +3.9% |
| 30D | -13.8% | +5.2% | -19.0% | -15.9% |
| 3M | -22.7% | +8.6% | -31.3% | -25.8% |
| 6M | -32.1% | +27.8% | -59.9% | -39.5% |
| YTD | -22.3% | +28.8% | -51.1% | -30.8% |
| 1Y | +7.7% | +36.4% | -28.7% | -6.6% |
| 3Y | +214.0% | +89.3% | +124.7% | +134.6% |
| 5Y | +63.2% | +43.3% | +19.9% | +35.1% |
| 10Y | +185.5% | +130.6% | +54.9% | +112.8% |
| All | +185.5% | +130.8% | +54.7% | +112.8% |
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