+14.3%
PAAS vs IVZ
+25.5%
-11.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.8% | -3.9% | -1.0% |
| 7D | +8.8% | +4.1% | +4.7% | +6.1% |
| 30D | -8.5% | -2.0% | -6.4% | -7.5% |
| 3M | -17.0% | -7.8% | -9.2% | -13.6% |
| 6M | -27.9% | +6.3% | -34.2% | -30.9% |
| YTD | -17.5% | +12.6% | -30.0% | -26.8% |
| All | +14.3% | +25.5% | -11.2% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling