+141.5%
AEM vs PLTD
-77.3%
+218.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.3% | -3.7% | -1.1% |
| 7D | +4.3% | +4.5% | -0.2% | +5.0% |
| 30D | +13.1% | -0.7% | +13.9% | +13.2% |
| 3M | +24.8% | -31.0% | +55.8% | +21.0% |
| 6M | -8.2% | -24.8% | +16.6% | -9.6% |
| YTD | +19.8% | -18.6% | +38.4% | +19.1% |
| 1Y | +32.1% | -31.8% | +63.9% | +30.0% |
| All | +141.5% | -77.3% | +218.8% | +119.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling