+113.5%
AEM vs PLTD
-77.5%
+191.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | +0.3% |
| 7D | -6.8% | -4.8% | -2.1% | -7.3% |
| 30D | +0.8% | +16.9% | -16.0% | +3.0% |
| 3M | -0.8% | +2.6% | -3.5% | 0.0% |
| 6M | -8.5% | -36.2% | +27.7% | -11.5% |
| YTD | +5.9% | -19.4% | +25.4% | +5.6% |
| 1Y | +6.6% | -22.5% | +29.1% | +6.0% |
| All | +113.5% | -77.5% | +191.0% | +94.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling