+1,684.5%
PLTR vs AEIS
+364.2%
+1,320.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.7% | +0.1% |
| 7D | 0.0% | +6.5% | -6.4% | -3.2% |
| 30D | -3.3% | -9.2% | +5.9% | +0.4% |
| 3M | +28.4% | -8.3% | +36.7% | +26.8% |
| 6M | +8.4% | -6.3% | +14.7% | +1.0% |
| YTD | -4.6% | +36.5% | -41.1% | -32.3% |
| 1Y | +4.4% | +84.8% | -80.3% | -40.1% |
| 3Y | +1,020.5% | +176.6% | +843.9% | +361.0% |
| 5Y | +548.8% | +237.1% | +311.7% | +137.7% |
| All | +1,684.5% | +364.2% | +1,320.4% | +448.0% |
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