+248.2%
PAAS vs IWD
+70.7%
+177.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -1.5% |
| 7D | -2.9% | -0.3% | -2.6% | -2.5% |
| 30D | +6.8% | +0.6% | +6.2% | +6.0% |
| 3M | -2.9% | +7.2% | -10.1% | -11.1% |
| 6M | -16.4% | +16.2% | -32.6% | -30.4% |
| YTD | 0.0% | +23.3% | -23.3% | -21.8% |
| 1Y | +54.3% | +29.6% | +24.8% | +14.4% |
| All | +248.2% | +70.7% | +177.6% | +78.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling