-77.4%
PLTD vs AEE
+32.9%
-110.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.0% | -6.5% | -5.7% |
| 7D | +4.2% | +2.3% | +1.9% | +3.7% |
| 30D | +20.8% | +11.6% | +9.3% | +18.1% |
| 3M | -2.6% | +5.5% | -8.1% | -3.9% |
| 6M | -33.1% | +6.0% | -39.1% | -34.0% |
| YTD | -20.0% | +16.6% | -36.6% | -19.9% |
| 1Y | -21.6% | +12.1% | -33.7% | -22.4% |
| All | -77.4% | +32.9% | -110.3% | -74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling