+239.7%
PAAS vs IVZ
+60.3%
+179.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.9% |
| 7D | +2.6% | +1.2% | +1.5% | +2.4% |
| 30D | +2.5% | +1.8% | +0.7% | +2.0% |
| 3M | +15.1% | +15.7% | -0.7% | +11.6% |
| 6M | -12.1% | +36.3% | -48.4% | -17.3% |
| YTD | +3.1% | +24.9% | -21.9% | -1.6% |
| 1Y | +50.8% | +48.9% | +1.9% | +39.4% |
| 3Y | +259.5% | +136.8% | +122.7% | +201.9% |
| 5Y | +126.3% | +60.0% | +66.3% | +96.3% |
| 10Y | +239.7% | +63.4% | +176.4% | +171.5% |
| All | +239.7% | +60.3% | +179.4% | +171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IVZ 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling