-20.0%
EIX vs PLTU
+142.1%
-162.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.7% | +9.2% | +4.5% |
| 7D | +0.9% | -11.6% | +12.5% | +0.9% |
| 30D | -13.5% | -4.6% | -8.9% | -13.6% |
| 3M | -15.3% | +33.7% | -49.0% | -15.1% |
| 6M | -15.3% | -9.4% | -5.9% | -15.0% |
| YTD | +2.7% | -34.7% | +37.4% | +3.8% |
| 1Y | +17.4% | -23.2% | +40.7% | +17.0% |
| All | -20.0% | +142.1% | -162.1% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling