+32.7%
ESI vs PLTD
-77.3%
+110.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.8% | +0.8% |
| 7D | +5.4% | +4.5% | +0.8% | +6.0% |
| 30D | -4.2% | -0.7% | -3.4% | -4.2% |
| 3M | -9.6% | -31.0% | +21.4% | -12.7% |
| 6M | +18.3% | -24.8% | +43.2% | +16.7% |
| YTD | +45.8% | -18.6% | +64.4% | +46.8% |
| 1Y | +39.2% | -31.8% | +71.0% | +36.6% |
| All | +32.7% | -77.3% | +110.0% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling