+70.8%
PAAS vs IWD
+68.9%
+1.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.9% |
| 7D | +8.4% | -0.5% | +8.9% | +9.1% |
| 30D | -7.2% | +2.7% | -9.8% | -9.7% |
| 3M | -14.0% | +0.9% | -14.9% | -14.7% |
| 6M | -26.8% | +10.5% | -37.3% | -34.1% |
| YTD | -19.8% | +23.7% | -43.5% | -35.5% |
| 1Y | +22.8% | +28.7% | -5.9% | -4.9% |
| 3Y | +183.6% | +79.7% | +103.9% | +55.3% |
| All | +70.8% | +68.9% | +1.9% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling