+250.9%
PAAS vs IVZ
+144.8%
+106.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.8% |
| 7D | -2.9% | +0.6% | -3.5% | -3.1% |
| 30D | +6.8% | +4.0% | +2.8% | +5.0% |
| 3M | -2.9% | +18.2% | -21.1% | -9.2% |
| 6M | -16.4% | +32.8% | -49.3% | -25.1% |
| YTD | 0.0% | +28.7% | -28.7% | -9.9% |
| 1Y | +54.3% | +55.4% | -1.1% | +30.5% |
| All | +250.9% | +144.8% | +106.1% | +146.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling