-93.1%
AMIX vs PLTD
-77.8%
-15.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.6% | +6.2% |
| 7D | -13.7% | +5.9% | -19.7% | -4.0% |
| 30D | -62.1% | -11.6% | -50.5% | -72.2% |
| 3M | -46.2% | -29.9% | -16.2% | -61.5% |
| 6M | -46.4% | -28.5% | -17.9% | -61.5% |
| YTD | -60.3% | -20.4% | -39.9% | -71.2% |
| 1Y | -79.7% | -33.3% | -46.4% | -85.2% |
| All | -93.1% | -77.8% | -15.2% | -96.2% |
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