+38.8%
PYPL vs AEIS
+545.5%
-506.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | -4.3% | +6.5% | -10.8% | -6.5% |
| 30D | -11.5% | -9.2% | -2.3% | -9.0% |
| 3M | +26.1% | -8.3% | +34.5% | +24.4% |
| 6M | +13.7% | -6.3% | +20.0% | +8.5% |
| YTD | -9.8% | +36.5% | -46.4% | -27.7% |
| 1Y | -22.1% | +84.8% | -106.8% | -45.8% |
| 3Y | -13.5% | +176.6% | -190.1% | -51.9% |
| 5Y | -81.6% | +237.1% | -318.7% | -90.8% |
| 10Y | +38.8% | +554.7% | -515.9% | -48.4% |
| All | +38.8% | +545.5% | -506.8% | -48.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling