+186.4%
PAAS vs IWD
+212.1%
-25.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +1.5% |
| 7D | +8.8% | +1.3% | +7.6% | +8.0% |
| 30D | -8.5% | +3.6% | -12.0% | -10.6% |
| 3M | -17.0% | +2.3% | -19.3% | -18.2% |
| 6M | -27.9% | +13.0% | -40.9% | -33.5% |
| YTD | -17.5% | +26.2% | -43.7% | -28.9% |
| 1Y | +22.8% | +30.5% | -7.6% | +3.7% |
| 3Y | +224.2% | +86.2% | +138.0% | +120.3% |
| 5Y | +73.6% | +72.9% | +0.8% | +23.1% |
| 10Y | +186.4% | +205.0% | -18.7% | +61.6% |
| All | +186.4% | +212.1% | -25.7% | +61.6% |
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