+5.6%
PAAS vs AEE
+11.8%
-6.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -5.2% | +0.2% | -5.4% | -5.2% |
| 30D | -13.9% | +9.7% | -23.7% | -13.9% |
| 3M | -23.8% | +5.8% | -29.6% | -24.0% |
| 6M | -36.4% | +4.5% | -40.9% | -36.0% |
| YTD | -23.4% | +15.8% | -39.2% | -21.8% |
| 1Y | +5.6% | +10.8% | -5.1% | +11.2% |
| All | +5.6% | +11.8% | -6.1% | +11.2% |
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