+32.7%
ESI vs PLTU
+140.2%
-107.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | +3.9% | -0.8% | +4.7% | +3.8% |
| 30D | -3.8% | -8.8% | +5.0% | -3.5% |
| 3M | -13.1% | +41.7% | -54.8% | -16.5% |
| 6M | +11.3% | -9.3% | +20.6% | +9.6% |
| YTD | +44.1% | -35.2% | +79.3% | +44.8% |
| 1Y | +40.3% | -29.5% | +69.8% | +38.2% |
| All | +32.7% | +140.2% | -107.5% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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