+346.7%
AEM vs PAAS
+232.4%
+114.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.3% | +1.3% | -0.4% |
| 7D | -5.0% | -3.7% | -1.3% | -3.0% |
| 30D | +8.5% | -1.9% | +10.3% | +9.5% |
| 3M | +29.3% | +15.1% | +14.2% | +19.3% |
| 6M | -12.9% | -17.1% | +4.2% | -3.2% |
| YTD | +16.8% | -1.3% | +18.1% | +17.1% |
| 1Y | +29.8% | +41.1% | -11.2% | +5.6% |
| 3Y | +336.7% | +244.2% | +92.5% | +102.5% |
| 5Y | +299.9% | +120.8% | +179.1% | +130.7% |
| All | +346.7% | +232.4% | +114.3% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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