+54.3%
PAAS vs INDA
-5.0%
+59.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -2.9% | +0.7% | -3.6% | -3.6% |
| 30D | +6.8% | -0.8% | +7.6% | +7.8% |
| 3M | -2.9% | +3.9% | -6.8% | -6.5% |
| 6M | -16.4% | -0.7% | -15.7% | -17.1% |
| YTD | 0.0% | -7.7% | +7.7% | +4.5% |
| 1Y | +54.3% | -5.1% | +59.4% | +57.3% |
| All | +54.3% | -5.0% | +59.3% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling