+250.9%
PAAS vs AEIS
+157.5%
+93.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -3.1% |
| 7D | -2.9% | +3.0% | -5.9% | -3.7% |
| 30D | +6.8% | -14.6% | +21.4% | +11.3% |
| 3M | -2.9% | -12.4% | +9.6% | -1.5% |
| 6M | -16.4% | -15.0% | -1.5% | -15.3% |
| YTD | 0.0% | +34.3% | -34.3% | -11.9% |
| 1Y | +54.3% | +87.4% | -33.0% | +21.8% |
| All | +250.9% | +157.5% | +93.4% | +121.2% |
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