+22.2%
ESI vs PLTD
-16.7%
+38.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | +8.3% | -9.8% | +18.1% | +7.5% |
| 30D | -10.4% | +18.9% | -29.4% | -9.6% |
| 3M | -13.2% | -4.2% | -8.9% | -12.9% |
| 6M | -23.9% | -34.8% | +11.0% | -23.9% |
| YTD | +34.2% | -21.1% | +55.3% | +39.8% |
| 1Y | +22.2% | -19.3% | +41.5% | +29.6% |
| All | +22.2% | -16.7% | +38.9% | +29.6% |
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