+201.0%
PAAS vs IRM
+113.6%
+87.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.9% | -6.0% | -4.9% |
| 7D | -7.0% | +8.6% | -15.7% | -10.1% |
| 30D | -15.3% | 0.0% | -15.3% | -15.5% |
| 3M | -27.7% | -7.1% | -20.6% | -26.0% |
| 6M | -40.5% | -7.9% | -32.6% | -38.8% |
| YTD | -26.5% | +41.3% | -67.8% | -36.5% |
| 1Y | -0.8% | +20.7% | -21.5% | -9.1% |
| All | +201.0% | +113.6% | +87.4% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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