+119.0%
PAAS vs IWD
+73.6%
+45.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -1.6% |
| 7D | -2.9% | -0.3% | -2.6% | -2.5% |
| 30D | +6.8% | +0.6% | +6.2% | +6.1% |
| 3M | -2.9% | +7.2% | -10.1% | -9.8% |
| 6M | -16.4% | +16.2% | -32.6% | -28.5% |
| YTD | 0.0% | +23.3% | -23.3% | -19.1% |
| 1Y | +54.3% | +29.6% | +24.8% | +18.9% |
| 3Y | +230.7% | +70.5% | +160.2% | +92.4% |
| All | +119.0% | +73.6% | +45.3% | +24.4% |
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