+19.8%
ESI vs PLTU
-48.7%
+68.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -6.6% | -9.2% | +2.6% | -6.4% |
| 30D | -9.8% | -37.3% | +27.5% | -8.9% |
| 3M | -11.9% | -14.7% | +2.7% | -11.5% |
| 6M | -25.1% | +17.3% | -42.4% | -25.0% |
| YTD | +31.9% | -39.4% | +71.3% | +37.3% |
| All | +19.8% | -48.7% | +68.5% | +28.8% |
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