+2,149.5%
PAAS vs IBB
+560.8%
+1,588.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.1% |
| 7D | -2.9% | +1.4% | -4.3% | -3.3% |
| 30D | +6.8% | +10.5% | -3.7% | +3.5% |
| 3M | -2.9% | +23.6% | -26.5% | -9.3% |
| 6M | -16.4% | +22.6% | -39.1% | -21.6% |
| YTD | 0.0% | +25.7% | -25.7% | -6.8% |
| 1Y | +54.3% | +51.4% | +2.9% | +35.6% |
| 3Y | +230.7% | +64.4% | +166.3% | +182.2% |
| 5Y | +111.6% | +22.1% | +89.5% | +95.8% |
| 10Y | +211.7% | +132.5% | +79.2% | +138.0% |
| All | +2,149.5% | +560.8% | +1,588.7% | +1,184.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling