+124.5%
PLTU vs AEE
+23.7%
+100.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.0% | -5.6% | -4.3% |
| 7D | -11.6% | +1.3% | -12.9% | -11.2% |
| 30D | -4.6% | -1.2% | -3.4% | -4.9% |
| 3M | +33.7% | +1.0% | +32.7% | +34.2% |
| 6M | -9.4% | -2.3% | -7.1% | -9.2% |
| YTD | -34.7% | +9.1% | -43.8% | -36.7% |
| 1Y | -23.2% | +10.6% | -33.8% | -26.9% |
| All | +124.5% | +23.7% | +100.8% | +82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling