+22.2%
ESI vs PLTU
-47.3%
+69.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.1% |
| 7D | +8.3% | +21.9% | -13.6% | +7.4% |
| 30D | -10.4% | -35.3% | +24.8% | -9.6% |
| 3M | -13.2% | -7.7% | -5.5% | -12.9% |
| 6M | -23.9% | +24.2% | -48.1% | -24.0% |
| YTD | +34.2% | -37.5% | +71.7% | +39.6% |
| 1Y | +22.2% | -43.6% | +65.8% | +28.6% |
| All | +22.2% | -47.3% | +69.5% | +28.6% |
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