+1,735.1%
PLTR vs ESI
+278.6%
+1,456.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.9% | -7.4% | -5.9% |
| 7D | -6.4% | +3.3% | -9.7% | -8.0% |
| 30D | +10.0% | -5.9% | +15.9% | +12.9% |
| 3M | +23.0% | -14.1% | +37.1% | +28.8% |
| 6M | +13.8% | +6.6% | +7.2% | +2.0% |
| YTD | -1.9% | +45.0% | -47.0% | -28.6% |
| 1Y | +11.6% | +41.5% | -29.8% | -18.0% |
| 3Y | +1,048.4% | +78.8% | +969.7% | +603.8% |
| 5Y | +554.4% | +70.9% | +483.5% | +305.7% |
| All | +1,735.1% | +278.6% | +1,456.5% | +1,075.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling