-16.5%
PLTD vs AEIS
+6.2%
-22.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -11.1% | +13.5% | +0.7% |
| 7D | +14.4% | -12.7% | +27.1% | +12.4% |
| 30D | +8.6% | -28.8% | +37.5% | +4.3% |
| 3M | -9.2% | -38.0% | +28.8% | -14.2% |
| 6M | -29.5% | -45.3% | +15.8% | -33.0% |
| YTD | -20.2% | +1.1% | -21.3% | -9.4% |
| 1Y | -16.5% | +8.6% | -25.1% | -2.1% |
| All | -16.5% | +6.2% | -22.8% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling