+186.4%
PAAS vs IBB
+139.6%
+46.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +1.5% |
| 7D | +8.8% | +2.7% | +6.1% | +7.5% |
| 30D | -8.5% | +6.3% | -14.8% | -11.2% |
| 3M | -17.0% | +11.1% | -28.1% | -21.1% |
| 6M | -27.9% | +29.2% | -57.1% | -36.1% |
| YTD | -17.5% | +30.2% | -47.7% | -26.9% |
| 1Y | +22.8% | +39.5% | -16.7% | +5.5% |
| 3Y | +224.2% | +92.3% | +131.9% | +140.7% |
| 5Y | +73.6% | +43.0% | +30.7% | +43.7% |
| 10Y | +186.4% | +137.1% | +49.3% | +117.3% |
| All | +186.4% | +139.6% | +46.7% | +117.3% |
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