+186.4%
PAAS vs AEIS
+358.4%
-172.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.3% | -8.4% | +0.1% |
| 7D | +8.8% | +1.0% | +7.9% | +7.5% |
| 30D | -8.5% | -24.0% | +15.6% | -2.9% |
| 3M | -17.0% | -32.5% | +15.5% | -9.9% |
| 6M | -27.9% | -38.6% | +10.7% | -21.2% |
| YTD | -17.5% | +4.8% | -22.3% | -21.8% |
| 1Y | +22.8% | +1.3% | +21.5% | +17.3% |
| 3Y | +224.2% | +159.2% | +65.0% | +137.4% |
| 5Y | +73.6% | +140.8% | -67.2% | +26.3% |
| 10Y | +186.4% | +349.8% | -163.4% | +60.3% |
| All | +186.4% | +358.4% | -172.1% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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