-76.9%
PLTD vs AEE
+23.8%
-100.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -0.9% | +1.1% | -2.0% | -1.1% |
| 30D | +1.3% | 0.0% | +1.3% | +1.4% |
| 3M | -32.9% | -0.9% | -32.0% | -32.7% |
| 6M | -24.9% | -2.4% | -22.5% | -24.6% |
| YTD | -18.2% | +8.6% | -26.9% | -16.7% |
| 1Y | -28.7% | +10.2% | -38.9% | -26.9% |
| All | -76.9% | +23.8% | -100.8% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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