+18.7%
AEM vs PLTD
-16.1%
+34.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.4% | +7.3% | +10.1% |
| 7D | +0.2% | +14.4% | -14.3% | +2.7% |
| 30D | +0.1% | +8.6% | -8.6% | +1.9% |
| 3M | +22.1% | -9.2% | +31.3% | +21.0% |
| 6M | +2.4% | -29.5% | +31.9% | 0.0% |
| YTD | +8.9% | -20.2% | +29.1% | +11.1% |
| 1Y | +18.7% | -16.5% | +35.2% | +24.1% |
| All | +18.7% | -16.1% | +34.8% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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