-28.5%
PLTD vs ESTC
+74.7%
-103.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.5% | +9.1% | +1.9% |
| 7D | +5.9% | -8.1% | +14.0% | +1.6% |
| 30D | -11.6% | +31.7% | -43.3% | +10.9% |
| 3M | -29.9% | +41.1% | -71.0% | -4.6% |
| 6M | -28.5% | +77.1% | -105.6% | +19.3% |
| All | -28.5% | +74.7% | -103.3% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 6mo: compounded portfolio wealth divided by compounded ESTC 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…
6mo analysis · Full analysis span regression · 6 months rolling