+42.2%
EXPD vs PLTU
-44.3%
+86.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | -0.3% |
| 7D | +5.5% | +9.0% | -3.5% | +5.2% |
| 30D | -0.8% | -33.0% | +32.2% | +0.3% |
| 3M | +4.1% | -19.0% | +23.1% | +4.5% |
| 6M | +25.7% | +30.4% | -4.7% | +23.0% |
| YTD | +31.4% | -40.2% | +71.6% | +28.9% |
| 1Y | +42.2% | -37.8% | +80.0% | +38.4% |
| All | +42.2% | -44.3% | +86.5% | +38.4% |
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