+188.9%
PAAS vs IWD
+207.5%
-18.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.7% |
| 7D | +8.4% | -0.5% | +8.9% | +8.9% |
| 30D | -7.2% | +2.7% | -9.8% | -8.7% |
| 3M | -14.0% | +0.9% | -14.9% | -14.4% |
| 6M | -26.8% | +10.5% | -37.3% | -31.4% |
| YTD | -19.8% | +23.7% | -43.5% | -29.9% |
| 1Y | +22.8% | +28.7% | -5.9% | +4.7% |
| 3Y | +183.6% | +79.7% | +103.9% | +97.2% |
| 5Y | +73.8% | +69.7% | +4.1% | +24.9% |
| All | +188.9% | +207.5% | -18.6% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling