-11.8%
PYPL vs AEE
+49.7%
-61.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.5% |
| 7D | +1.7% | +1.3% | +0.4% | +1.4% |
| 30D | -9.7% | -1.2% | -8.5% | -9.5% |
| 3M | +29.2% | +1.0% | +28.2% | +28.8% |
| 6M | +13.9% | -2.3% | +16.2% | +14.3% |
| YTD | -8.1% | +9.1% | -17.2% | -11.1% |
| 1Y | -21.4% | +10.6% | -31.9% | -24.5% |
| 3Y | -11.8% | +48.5% | -60.3% | -27.0% |
| All | -11.8% | +49.7% | -61.5% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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