+108.2%
AEM vs PLTU
+121.9%
-13.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +0.3% |
| 7D | -6.8% | +9.0% | -15.9% | -7.3% |
| 30D | +0.8% | -33.0% | +33.8% | +2.9% |
| 3M | -0.8% | -19.0% | +18.1% | -0.2% |
| 6M | -8.5% | +30.4% | -38.9% | -11.6% |
| YTD | +5.9% | -40.2% | +46.1% | +5.3% |
| 1Y | +6.6% | -37.8% | +44.4% | +5.6% |
| All | +108.2% | +121.9% | -13.7% | +89.2% |
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