+64.4%
EXPD vs PLTU
+134.3%
-69.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.3% | -1.4% | +2.7% |
| 7D | -1.6% | -0.9% | -0.7% | -1.6% |
| 30D | +0.6% | -34.7% | +35.3% | +1.9% |
| 3M | +9.8% | -10.8% | +20.6% | +9.8% |
| 6M | +25.8% | +24.1% | +1.7% | +22.9% |
| YTD | +31.3% | -36.8% | +68.1% | +30.2% |
| 1Y | +40.9% | -47.0% | +87.9% | +40.5% |
| All | +64.4% | +134.3% | -69.9% | +49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling