+408.6%
AEM vs PAAS
+207.5%
+201.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | +0.1% | -1.7% |
| 7D | -5.6% | -7.0% | +1.4% | -1.4% |
| 30D | -3.9% | -15.3% | +11.4% | +6.2% |
| 3M | -3.4% | -27.7% | +24.3% | +16.8% |
| 6M | -9.0% | -40.5% | +31.4% | +23.0% |
| YTD | +5.9% | -26.5% | +32.4% | +26.5% |
| 1Y | +4.0% | -0.8% | +4.7% | +4.2% |
| 3Y | +298.8% | +196.9% | +101.8% | +106.0% |
| 5Y | +250.7% | +49.2% | +201.6% | +156.0% |
| All | +408.6% | +207.5% | +201.1% | +119.2% |
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