+297.5%
AEM vs PAAS
+117.9%
+179.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.0% |
| 7D | +4.3% | +2.0% | +2.3% | +3.1% |
| 30D | +13.1% | -0.1% | +13.2% | +13.0% |
| 3M | +24.8% | +8.2% | +16.5% | +18.8% |
| 6M | -8.2% | -13.8% | +5.6% | +0.2% |
| YTD | +19.8% | -0.6% | +20.5% | +19.4% |
| 1Y | +32.1% | +44.0% | -11.9% | +4.3% |
| 3Y | +348.2% | +246.6% | +101.6% | +92.0% |
| 5Y | +297.5% | +116.1% | +181.4% | +120.1% |
| All | +297.5% | +117.9% | +179.5% | +120.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling