+119.0%
PAAS vs AEIS
+219.5%
-100.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.1% |
| 3M | -2.9% | -12.4% | +9.6% | -1.4% |
| 6M | -16.4% | -15.0% | -1.5% | -15.2% |
| YTD | 0.0% | +34.3% | -34.3% | -11.1% |
| 1Y | +54.3% | +87.4% | -33.0% | +24.1% |
| 3Y | +230.7% | +139.8% | +90.9% | +135.7% |
| All | +119.0% | +219.5% | -100.6% | +42.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling