+179.6%
PAAS vs IBB
+75.6%
+104.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.0% | +2.8% | +1.1% |
| 7D | -0.4% | -3.6% | +3.2% | +2.0% |
| 30D | -11.6% | +3.4% | -15.0% | -13.7% |
| 3M | -15.6% | +9.5% | -25.1% | -20.5% |
| 6M | -19.1% | +23.3% | -42.4% | -29.2% |
| YTD | -20.9% | +24.5% | -45.5% | -31.0% |
| 1Y | +21.3% | +32.9% | -11.6% | +2.2% |
| All | +179.6% | +75.6% | +104.0% | +88.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling