+183.6%
PAAS vs AEIS
+117.1%
+66.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.1% | -4.7% | -0.2% |
| 7D | +8.4% | -11.3% | +19.7% | +10.9% |
| 30D | -7.2% | -32.6% | +25.4% | +2.6% |
| 3M | -14.0% | -39.2% | +25.1% | -2.7% |
| 6M | -26.8% | -45.4% | +18.6% | -16.2% |
| YTD | -19.8% | -5.8% | -14.0% | -23.4% |
| 1Y | +22.8% | -10.0% | +32.8% | +18.7% |
| 3Y | +183.6% | +121.2% | +62.5% | +83.2% |
| All | +183.6% | +117.1% | +66.5% | +83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling