+1,668.3%
PLTR vs AEIS
+257.1%
+1,411.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | -0.1% |
| 7D | +4.7% | +11.5% | -6.8% | -1.0% |
| 30D | -16.4% | -15.8% | -0.7% | -10.3% |
| 3M | -6.2% | -33.3% | +27.2% | +11.1% |
| 6M | +29.2% | -35.2% | +64.4% | +46.2% |
| YTD | -5.5% | +5.0% | -10.5% | -25.5% |
| 1Y | -2.4% | +8.5% | -10.9% | -24.6% |
| 3Y | +752.3% | +152.9% | +599.4% | +243.3% |
| 5Y | +635.8% | +144.6% | +491.2% | +205.2% |
| All | +1,668.3% | +257.1% | +1,411.2% | +503.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling