+33.5%
ESI vs PLTU
+154.0%
-120.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -9.0% | +12.0% | +3.5% |
| 7D | +3.3% | -13.6% | +16.9% | +4.1% |
| 30D | -5.9% | +16.7% | -22.5% | -7.2% |
| 3M | -14.1% | +29.6% | -43.7% | -16.8% |
| 6M | +6.6% | -0.1% | +6.7% | +4.1% |
| YTD | +45.0% | -31.5% | +76.5% | +45.3% |
| 1Y | +41.5% | -19.7% | +61.2% | +37.8% |
| All | +33.5% | +154.0% | -120.5% | +8.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling