+202.7%
PAAS vs AEIS
+546.3%
-343.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.4% | -1.4% |
| 7D | +2.0% | +8.1% | -6.1% | 0.0% |
| 30D | -0.1% | -11.1% | +11.1% | +2.5% |
| 3M | +8.2% | -5.6% | +13.9% | +7.7% |
| 6M | -13.8% | -0.6% | -13.1% | -15.8% |
| YTD | -0.6% | +38.0% | -38.7% | -11.0% |
| 1Y | +44.0% | +87.2% | -43.2% | +18.9% |
| 3Y | +246.6% | +179.7% | +66.9% | +150.8% |
| 5Y | +116.1% | +241.7% | -125.7% | +45.7% |
| 10Y | +202.7% | +547.2% | -344.4% | +50.2% |
| All | +202.7% | +546.3% | -343.6% | +50.2% |
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