+38.6%
EXPD vs PLTU
-53.1%
+91.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +7.1% | -9.3% | -2.5% |
| 7D | -7.2% | -25.3% | +18.2% | -6.2% |
| 30D | -3.3% | -34.5% | +31.2% | -2.0% |
| 3M | +3.4% | -3.4% | +6.7% | +3.0% |
| 6M | +22.7% | +12.4% | +10.3% | +20.3% |
| YTD | +24.5% | -45.1% | +69.7% | +23.8% |
| 1Y | +38.6% | -45.7% | +84.3% | +37.2% |
| All | +38.6% | -53.1% | +91.8% | +37.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling