+29.8%
AEM vs PLTU
-35.5%
+65.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.4% | +1.5% | -2.5% |
| 7D | -5.0% | -17.7% | +12.7% | -3.5% |
| 30D | +8.5% | -12.5% | +21.0% | +9.3% |
| 3M | +29.3% | +39.5% | -10.2% | +23.4% |
| 6M | -12.9% | -7.0% | -6.0% | -14.3% |
| YTD | +16.8% | -38.1% | +54.8% | +17.2% |
| 1Y | +29.8% | -36.0% | +65.8% | +29.9% |
| All | +29.8% | -35.5% | +65.3% | +29.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling