+202.7%
PAAS vs IBN
+312.4%
-109.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | -0.2% |
| 7D | +2.0% | -2.2% | +4.2% | +2.4% |
| 30D | -0.1% | -2.3% | +2.2% | +0.4% |
| 3M | +8.2% | +15.9% | -7.6% | +5.1% |
| 6M | -13.8% | +5.6% | -19.4% | -14.7% |
| YTD | -0.6% | -0.1% | -0.6% | -0.9% |
| 1Y | +44.0% | -6.5% | +50.5% | +45.2% |
| 3Y | +246.6% | +29.3% | +217.3% | +227.5% |
| 5Y | +116.1% | +56.6% | +59.5% | +96.4% |
| 10Y | +202.7% | +314.4% | -111.6% | +128.4% |
| All | +202.7% | +312.4% | -109.6% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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