+48.1%
PAAS vs IWD
+72.9%
-24.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -8.9% | +2.3% | -11.2% | -11.2% |
| 30D | -11.4% | +3.6% | -15.0% | -14.7% |
| 3M | -20.4% | +2.2% | -22.6% | -22.2% |
| 6M | -40.7% | +13.0% | -53.7% | -47.9% |
| YTD | -26.9% | +26.5% | -53.5% | -42.7% |
| 1Y | -3.1% | +30.1% | -33.2% | -26.0% |
| 3Y | +199.3% | +84.9% | +114.4% | +58.8% |
| All | +48.1% | +72.9% | -24.8% | -17.8% |
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