+188.9%
PAAS vs IBB
+156.3%
+32.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +0.6% |
| 7D | +8.4% | -1.8% | +10.2% | +9.4% |
| 30D | -7.2% | +5.1% | -12.2% | -9.4% |
| 3M | -14.0% | +10.7% | -24.7% | -18.1% |
| 6M | -26.8% | +22.9% | -49.6% | -33.5% |
| YTD | -19.8% | +26.7% | -46.5% | -28.0% |
| 1Y | +22.8% | +35.1% | -12.3% | +7.2% |
| 3Y | +183.6% | +80.2% | +103.4% | +117.3% |
| 5Y | +73.8% | +37.8% | +36.0% | +46.4% |
| All | +188.9% | +156.3% | +32.6% | +123.6% |
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