-97.4%
AMIX vs PLTD
-77.7%
-19.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -5.5% | +17.3% | +2.6% |
| 7D | +1.2% | +4.2% | -3.1% | +10.0% |
| 30D | -45.3% | +20.8% | -66.2% | -23.2% |
| 3M | -83.1% | -2.6% | -80.5% | -84.3% |
| 6M | -76.9% | -33.1% | -43.8% | -83.4% |
| YTD | -85.3% | -20.0% | -65.2% | -89.2% |
| 1Y | -89.8% | -21.6% | -68.2% | -92.5% |
| All | -97.4% | -77.7% | -19.7% | -98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling