-77.4%
PLTD vs AEIS
+87.6%
-165.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +11.3% | -16.8% | -1.8% |
| 7D | +4.2% | +1.0% | +3.3% | +6.0% |
| 30D | +20.8% | -24.0% | +44.9% | +13.3% |
| 3M | -2.6% | -32.5% | +29.9% | -11.6% |
| 6M | -33.1% | -38.6% | +5.5% | -39.6% |
| YTD | -20.0% | +4.8% | -24.9% | -1.8% |
| 1Y | -21.6% | +1.3% | -23.0% | -4.4% |
| All | -77.4% | +87.6% | -165.0% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling