+202.7%
PAAS vs INDA
+80.4%
+122.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | +0.1% |
| 7D | +2.0% | -1.0% | +3.0% | +2.5% |
| 30D | -0.1% | -2.5% | +2.5% | +1.1% |
| 3M | +8.2% | +4.0% | +4.3% | +6.4% |
| 6M | -13.8% | -1.8% | -12.0% | -12.8% |
| YTD | -0.6% | -9.2% | +8.5% | +3.9% |
| 1Y | +44.0% | -7.2% | +51.2% | +49.3% |
| 3Y | +246.6% | +9.8% | +236.8% | +234.6% |
| 5Y | +116.1% | +7.5% | +108.6% | +109.9% |
| 10Y | +202.7% | +80.8% | +122.0% | +124.1% |
| All | +202.7% | +80.4% | +122.3% | +124.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling