+212.2%
PAAS vs AEE
+216.2%
-4.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | -5.2% | +0.2% | -5.4% | -5.2% |
| 30D | -13.9% | +9.7% | -23.7% | -16.8% |
| 3M | -23.8% | +5.8% | -29.6% | -25.4% |
| 6M | -36.4% | +4.5% | -40.9% | -37.7% |
| YTD | -23.4% | +15.8% | -39.2% | -27.9% |
| 1Y | +5.6% | +10.8% | -5.1% | +1.0% |
| 3Y | +209.7% | +62.8% | +146.9% | +154.0% |
| 5Y | +55.6% | +56.1% | -0.5% | +30.1% |
| 10Y | +212.2% | +216.4% | -4.2% | +82.8% |
| All | +212.2% | +216.2% | -4.0% | +82.8% |
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