+1,025.6%
PLTR vs AEIS
+173.5%
+852.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.8% | -5.1% | -3.4% |
| 7D | -5.3% | +8.1% | -13.5% | -8.3% |
| 30D | -1.0% | -11.1% | +10.1% | +2.7% |
| 3M | +24.8% | -5.6% | +30.4% | +22.0% |
| 6M | +8.4% | -0.6% | +9.0% | -0.9% |
| YTD | -4.2% | +38.0% | -42.2% | -29.5% |
| 1Y | +9.1% | +87.2% | -78.1% | -34.1% |
| 3Y | +1,025.6% | +179.7% | +845.9% | +399.4% |
| All | +1,025.6% | +173.5% | +852.0% | +399.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling