+34.3%
ESI vs PLTU
+142.1%
-107.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.7% | +5.2% | +0.8% |
| 7D | +5.4% | -11.6% | +17.0% | +6.0% |
| 30D | -4.2% | -4.6% | +0.4% | -4.2% |
| 3M | -9.6% | +33.7% | -43.3% | -12.7% |
| 6M | +18.3% | -9.4% | +27.7% | +16.5% |
| YTD | +45.8% | -34.7% | +80.5% | +46.5% |
| 1Y | +39.2% | -23.2% | +62.4% | +35.9% |
| All | +34.3% | +142.1% | -107.9% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling