+145.9%
AEIS vs PLTU
+142.1%
+3.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.7% | +7.5% | +3.4% |
| 7D | +8.1% | -11.6% | +19.7% | +9.5% |
| 30D | -11.1% | -4.6% | -6.5% | -11.2% |
| 3M | -5.6% | +33.7% | -39.4% | -12.2% |
| 6M | -0.6% | -9.4% | +8.8% | -4.4% |
| YTD | +38.0% | -34.7% | +72.7% | +37.6% |
| 1Y | +87.2% | -23.2% | +110.5% | +79.0% |
| All | +145.9% | +142.1% | +3.8% | +81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling