+239.7%
PAAS vs AIG
+63.9%
+175.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.3% | +3.6% |
| 7D | +2.6% | -1.4% | +4.1% | +2.9% |
| 30D | +2.5% | -3.3% | +5.8% | +3.1% |
| 3M | +15.1% | +2.2% | +12.9% | +14.4% |
| 6M | -12.1% | -2.1% | -9.9% | -11.9% |
| YTD | +3.1% | -11.2% | +14.3% | +5.0% |
| 1Y | +50.8% | -2.1% | +53.0% | +50.1% |
| 3Y | +259.5% | +34.4% | +225.1% | +234.6% |
| 5Y | +126.3% | +53.7% | +72.6% | +102.5% |
| 10Y | +239.7% | +64.4% | +175.3% | +134.1% |
| All | +239.7% | +63.9% | +175.9% | +134.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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