+7.4%
AEIS vs PLTU
-46.5%
+53.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.3% | +0.2% | +4.0% |
| 7D | +9.5% | -0.9% | +10.4% | +9.5% |
| 30D | -17.5% | -34.7% | +17.2% | -14.4% |
| 3M | -29.3% | -10.8% | -18.5% | -28.5% |
| 6M | -34.7% | +24.1% | -58.8% | -37.3% |
| YTD | +10.7% | -36.8% | +47.6% | +16.0% |
| 1Y | +7.4% | -47.0% | +54.4% | +17.8% |
| All | +7.4% | -46.5% | +53.9% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 1y: compounded portfolio wealth divided by compounded PLTU 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…
1y analysis · Full analysis span regression · 6 months rolling