+26.1%
PAAS vs AEE
+13.9%
+12.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.5% | +5.9% | +8.3% |
| 7D | -1.1% | +4.7% | -5.8% | -1.1% |
| 30D | -8.5% | +13.4% | -21.9% | -8.6% |
| 3M | -7.3% | +4.1% | -11.4% | -7.6% |
| 6M | -18.3% | +2.0% | -20.3% | -17.6% |
| YTD | -19.2% | +15.6% | -34.8% | -17.8% |
| 1Y | +26.1% | +14.1% | +12.0% | +29.5% |
| All | +26.1% | +13.9% | +12.3% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling