+239.7%
PAAS vs AEE
+186.8%
+53.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.2% | +3.9% |
| 7D | +2.6% | +1.1% | +1.6% | +2.2% |
| 30D | +2.5% | 0.0% | +2.5% | +2.4% |
| 3M | +15.1% | -0.9% | +16.0% | +15.1% |
| 6M | -12.1% | -2.4% | -9.7% | -11.8% |
| YTD | +3.1% | +8.6% | -5.6% | -0.9% |
| 1Y | +50.8% | +10.2% | +40.7% | +44.2% |
| 3Y | +259.5% | +47.8% | +211.7% | +203.8% |
| 5Y | +126.3% | +40.1% | +86.2% | +95.1% |
| 10Y | +239.7% | +195.0% | +44.7% | +84.9% |
| All | +239.7% | +186.8% | +53.0% | +84.9% |
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