+239.7%
PAAS vs IWF
+412.6%
-172.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +4.0% |
| 7D | +2.6% | +0.5% | +2.1% | +2.3% |
| 30D | +2.5% | -1.4% | +3.9% | +3.3% |
| 3M | +15.1% | +0.4% | +14.6% | +14.8% |
| 6M | -12.1% | +8.5% | -20.5% | -15.5% |
| YTD | +3.1% | +3.7% | -0.6% | +1.6% |
| 1Y | +50.8% | +8.5% | +42.4% | +45.3% |
| 3Y | +259.5% | +78.5% | +181.0% | +161.0% |
| 5Y | +126.3% | +73.6% | +52.7% | +62.9% |
| 10Y | +239.7% | +421.3% | -181.5% | +27.6% |
| All | +239.7% | +412.6% | -172.8% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IWF 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling