+1,677.1%
PLTR vs ESI
+244.3%
+1,432.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -3.8% | -6.6% | +2.9% | -0.3% |
| 30D | -19.2% | -9.8% | -9.4% | -15.1% |
| 3M | -3.7% | -11.9% | +8.3% | +1.6% |
| 6M | +22.5% | -25.1% | +47.6% | +35.8% |
| YTD | -5.0% | +31.9% | -36.9% | -28.1% |
| 1Y | -12.8% | +19.2% | -32.0% | -29.7% |
| 3Y | +758.3% | +76.2% | +682.1% | +420.1% |
| 5Y | +649.6% | +39.4% | +610.3% | +390.6% |
| All | +1,677.1% | +244.3% | +1,432.8% | +1,084.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling