+73.6%
PAAS vs IWD
+72.9%
+0.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +0.6% |
| 7D | +8.8% | +1.3% | +7.6% | +7.4% |
| 30D | -8.5% | +3.6% | -12.0% | -11.9% |
| 3M | -17.0% | +2.3% | -19.3% | -19.0% |
| 6M | -27.9% | +13.0% | -40.9% | -36.7% |
| YTD | -17.5% | +26.2% | -43.7% | -35.1% |
| 1Y | +22.8% | +30.5% | -7.6% | -6.4% |
| 3Y | +224.2% | +86.2% | +138.0% | +70.9% |
| 5Y | +73.6% | +72.9% | +0.8% | -3.2% |
| All | +73.6% | +72.9% | +0.7% | -3.2% |
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 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