+40.3%
ESI vs PLTU
-25.0%
+65.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | +3.9% | -0.8% | +4.7% | +3.9% |
| 30D | -3.8% | -8.8% | +5.0% | -3.6% |
| 3M | -13.1% | +41.7% | -54.8% | -14.4% |
| 6M | +11.3% | -9.3% | +20.6% | +11.9% |
| YTD | +44.1% | -35.2% | +79.3% | +48.4% |
| 1Y | +40.3% | -29.5% | +69.8% | +43.8% |
| All | +40.3% | -25.0% | +65.3% | +43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling