+41.8%
EXPD vs PLTU
-56.2%
+98.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -19.6% | +15.2% | -3.7% |
| 7D | -4.8% | -39.1% | +34.3% | -3.2% |
| 30D | -1.5% | -37.6% | +36.1% | 0.0% |
| 3M | +4.1% | -12.7% | +16.8% | +4.2% |
| 6M | +24.0% | +1.7% | +22.3% | +22.1% |
| YTD | +27.4% | -48.8% | +76.2% | +27.0% |
| All | +41.8% | -56.2% | +98.1% | +40.8% |
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 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