+70.8%
PAAS vs IVZ
+27.3%
+43.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.4% | -2.4% | +10.8% | +9.3% |
| 30D | -7.2% | -11.2% | +4.0% | -3.1% |
| 3M | -14.0% | -14.0% | 0.0% | -9.5% |
| 6M | -26.8% | +0.5% | -27.2% | -26.8% |
| YTD | -19.8% | +5.4% | -25.2% | -21.6% |
| 1Y | +22.8% | +19.5% | +3.4% | +15.5% |
| 3Y | +183.6% | +128.7% | +54.9% | +109.3% |
| All | +70.8% | +27.3% | +43.5% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling