+31.1%
ESI vs PLTD
-77.2%
+108.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.1% |
| 7D | +3.9% | -0.9% | +4.9% | +3.8% |
| 30D | -3.8% | +1.3% | -5.1% | -3.5% |
| 3M | -13.1% | -32.9% | +19.7% | -16.5% |
| 6M | +11.3% | -24.9% | +36.2% | +9.8% |
| YTD | +44.1% | -18.2% | +62.3% | +45.1% |
| 1Y | +40.3% | -28.7% | +69.0% | +38.9% |
| All | +31.1% | -77.2% | +108.4% | +8.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling