+94.9%
AEIS vs PLTU
+131.7%
-36.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.1% |
| 7D | +23.2% | +21.9% | +1.3% | +19.9% |
| 30D | -17.0% | -35.3% | +18.3% | -12.0% |
| 3M | -32.2% | -7.7% | -24.5% | -31.8% |
| 6M | -32.6% | +24.2% | -56.8% | -37.4% |
| YTD | +9.4% | -37.5% | +46.9% | +9.7% |
| 1Y | +7.7% | -43.6% | +51.2% | +9.3% |
| All | +94.9% | +131.7% | -36.8% | +44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling