+116.3%
PLTU vs AEE
+21.5%
+94.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -8.1% | -0.8% | -7.4% | -8.4% |
| 30D | -7.0% | -2.9% | -4.1% | -7.9% |
| 3M | +40.0% | -2.4% | +42.4% | +39.0% |
| 6M | -6.0% | -2.7% | -3.3% | -6.6% |
| YTD | -37.1% | +7.3% | -44.3% | -39.4% |
| 1Y | -33.1% | +7.5% | -40.7% | -36.2% |
| All | +116.3% | +21.5% | +94.8% | +74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling