-77.5%
PLTD vs AEIS
+140.3%
-217.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.4% | +2.2% | +5.4% |
| 7D | +5.9% | +3.0% | +3.0% | +7.1% |
| 30D | -11.6% | -14.6% | +3.0% | -15.8% |
| 3M | -29.9% | -12.4% | -17.5% | -29.9% |
| 6M | -28.5% | -15.0% | -13.6% | -28.6% |
| YTD | -20.4% | +34.3% | -54.7% | +3.1% |
| 1Y | -33.3% | +87.4% | -120.6% | +9.2% |
| All | -77.5% | +140.3% | -217.8% | -49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling