+27.4%
AME vs PLTD
-77.8%
+105.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +1.8% |
| 7D | +0.6% | +5.9% | -5.3% | +1.1% |
| 30D | -6.7% | -11.6% | +4.9% | -7.5% |
| 3M | +4.1% | -29.9% | +34.0% | +2.1% |
| 6M | +1.6% | -28.5% | +30.1% | +0.1% |
| YTD | +16.1% | -20.4% | +36.5% | +16.2% |
| 1Y | +27.3% | -33.3% | +60.6% | +25.2% |
| All | +27.4% | -77.8% | +105.2% | +10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling