+73.6%
PAAS vs INDA
+9.4%
+64.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.0% |
| 7D | +8.8% | +6.1% | +2.7% | +3.8% |
| 30D | -8.5% | +11.7% | -20.1% | -16.4% |
| 3M | -17.0% | +2.1% | -19.1% | -18.4% |
| 6M | -27.9% | +3.2% | -31.0% | -29.6% |
| YTD | -17.5% | -4.9% | -12.6% | -14.5% |
| 1Y | +22.8% | -4.4% | +27.2% | +26.8% |
| 3Y | +224.2% | +17.6% | +206.6% | +182.4% |
| 5Y | +73.6% | +9.9% | +63.8% | +54.2% |
| All | +73.6% | +9.4% | +64.2% | +54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling