+197.9%
PAAS vs AEE
+219.0%
-21.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.2% |
| 7D | -7.0% | +0.6% | -7.7% | -7.2% |
| 30D | -15.3% | +8.8% | -24.1% | -17.9% |
| 3M | -27.7% | +5.1% | -32.8% | -29.1% |
| 6M | -40.5% | +5.2% | -45.6% | -41.8% |
| YTD | -26.5% | +16.1% | -42.6% | -30.9% |
| 1Y | -0.8% | +10.4% | -11.2% | -5.0% |
| 3Y | +196.9% | +63.1% | +133.8% | +143.3% |
| 5Y | +49.2% | +55.6% | -6.4% | +24.8% |
| All | +197.9% | +219.0% | -21.1% | +76.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling