+50.8%
PAAS vs AEIS
+85.4%
-34.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.1% | +4.8% | +4.0% |
| 7D | +2.6% | +6.5% | -3.8% | +0.9% |
| 30D | +2.5% | -9.2% | +11.7% | +4.8% |
| 3M | +15.1% | -8.3% | +23.4% | +14.3% |
| 6M | -12.1% | -6.3% | -5.7% | -13.9% |
| YTD | +3.1% | +36.5% | -33.4% | -8.7% |
| 1Y | +50.8% | +84.8% | -33.9% | +20.8% |
| All | +50.8% | +85.4% | -34.5% | +20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling