+47.2%
AEP vs PLTU
+134.3%
-87.1%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.3% | -3.2% | +1.1% |
| 7D | +0.7% | -0.9% | +1.7% | +0.8% |
| 30D | +4.8% | -34.7% | +39.5% | +4.2% |
| 3M | +5.4% | -10.8% | +16.1% | +5.3% |
| 6M | +0.4% | +24.1% | -23.7% | +1.2% |
| YTD | +15.5% | -36.8% | +52.3% | +16.1% |
| 1Y | +8.5% | -47.0% | +55.5% | +8.9% |
| All | +47.2% | +134.3% | -87.1% | +51.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling