-81.6%
PYPL vs AEIS
+238.7%
-320.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.6% |
| 7D | -4.3% | +6.5% | -10.8% | -6.3% |
| 30D | -11.5% | -9.2% | -2.3% | -9.2% |
| 3M | +26.1% | -8.3% | +34.5% | +24.2% |
| 6M | +13.7% | -6.3% | +20.0% | +8.0% |
| YTD | -9.8% | +36.5% | -46.4% | -29.2% |
| 1Y | -22.1% | +84.8% | -106.8% | -48.0% |
| 3Y | -13.5% | +176.6% | -190.1% | -56.5% |
| 5Y | -81.6% | +237.1% | -318.7% | -92.3% |
| All | -81.6% | +238.7% | -320.4% | -92.3% |
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