+597.7%
PLTR vs AEIS
+144.8%
+452.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +11.3% | -5.8% | -0.4% |
| 7D | -5.1% | +1.0% | -6.1% | -6.6% |
| 30D | -19.1% | -24.0% | +5.0% | -7.8% |
| 3M | -1.6% | -32.5% | +30.9% | +16.5% |
| 6M | +22.8% | -38.6% | +61.4% | +44.4% |
| YTD | -4.8% | +4.8% | -9.7% | -28.4% |
| 1Y | -4.9% | +1.3% | -6.2% | -26.5% |
| 3Y | +826.1% | +159.2% | +666.9% | +191.2% |
| 5Y | +597.7% | +140.8% | +456.9% | +118.8% |
| All | +597.7% | +144.8% | +452.9% | +118.8% |
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