+122.7%
PLTU vs AEE
+23.1%
+99.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -1.0% |
| 7D | -0.8% | +1.1% | -1.8% | -0.4% |
| 30D | -8.8% | 0.0% | -8.8% | -8.8% |
| 3M | +41.7% | -0.9% | +42.6% | +41.4% |
| 6M | -9.3% | -2.4% | -6.9% | -9.3% |
| YTD | -35.2% | +8.6% | -43.9% | -37.3% |
| 1Y | -29.5% | +10.2% | -39.6% | -33.0% |
| All | +122.7% | +23.1% | +99.6% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling