+14.9%
ESI vs PLTD
-76.4%
+91.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +1.5% |
| 7D | -8.5% | +13.7% | -22.3% | -6.7% |
| 30D | -15.7% | +18.4% | -34.1% | -13.3% |
| 3M | -18.2% | -7.5% | -10.8% | -18.4% |
| 6M | -28.8% | -31.3% | +2.5% | -30.9% |
| YTD | +26.3% | -15.4% | +41.7% | +28.5% |
| 1Y | +18.2% | -18.4% | +36.6% | +20.0% |
| All | +14.9% | -76.4% | +91.3% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling