+70.8%
PAAS vs AEE
+52.8%
+18.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.4% | +1.4% |
| 7D | +8.4% | +2.1% | +6.3% | +7.5% |
| 30D | -7.2% | +11.4% | -18.6% | -11.7% |
| 3M | -14.0% | +5.0% | -19.0% | -16.0% |
| 6M | -26.8% | +4.4% | -31.2% | -28.6% |
| YTD | -19.8% | +15.4% | -35.2% | -26.0% |
| 1Y | +22.8% | +13.8% | +9.1% | +14.0% |
| 3Y | +183.6% | +58.0% | +125.6% | +114.3% |
| All | +70.8% | +52.8% | +18.0% | +41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling