+224.2%
PAAS vs INDA
+16.9%
+207.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.0% |
| 7D | +8.8% | +6.1% | +2.7% | +3.4% |
| 30D | -8.5% | +11.7% | -20.1% | -16.9% |
| 3M | -17.0% | +2.1% | -19.1% | -18.4% |
| 6M | -27.9% | +3.2% | -31.0% | -29.8% |
| YTD | -17.5% | -4.9% | -12.6% | -15.0% |
| 1Y | +22.8% | -4.4% | +27.2% | +26.1% |
| 3Y | +224.2% | +17.6% | +206.6% | +145.5% |
| All | +224.2% | +16.9% | +207.3% | +145.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling