+41.5%
ESI vs PLTD
-33.9%
+75.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.7% | +3.2% |
| 7D | +3.3% | +5.9% | -2.6% | +3.7% |
| 30D | -5.9% | -11.6% | +5.7% | -6.4% |
| 3M | -14.1% | -29.9% | +15.9% | -14.7% |
| 6M | +6.6% | -28.5% | +35.1% | +6.7% |
| YTD | +45.0% | -20.4% | +65.4% | +49.0% |
| 1Y | +41.5% | -33.3% | +74.7% | +45.5% |
| All | +41.5% | -33.9% | +75.4% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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