+227.5%
PAAS vs IWF
+414.9%
-187.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.5% |
| 7D | +2.0% | +1.5% | +0.5% | +1.1% |
| 30D | -0.1% | -1.3% | +1.2% | +0.7% |
| 3M | +8.2% | +0.1% | +8.1% | +8.2% |
| 6M | -13.8% | +10.3% | -24.1% | -18.0% |
| YTD | -0.6% | +4.2% | -4.8% | -2.3% |
| 1Y | +44.0% | +9.3% | +34.7% | +38.1% |
| 3Y | +246.6% | +79.3% | +167.2% | +151.0% |
| 5Y | +116.1% | +73.8% | +42.3% | +55.4% |
| All | +227.5% | +414.9% | -187.4% | +22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling