-34.2%
PLTU vs AEE
+8.8%
-43.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.1% | -5.9% |
| 7D | -17.7% | -0.7% | -17.1% | -18.4% |
| 30D | -12.5% | -2.0% | -10.5% | -14.5% |
| 3M | +39.5% | -2.8% | +42.3% | +37.0% |
| 6M | -7.0% | -3.6% | -3.4% | -7.4% |
| YTD | -38.1% | +7.3% | -45.4% | -30.3% |
| All | -34.2% | +8.8% | -43.0% | -24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling