+59.6%
EXPD vs PLTU
+90.0%
-30.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.1% |
| 6M | +24.0% | +1.7% | +22.3% | +22.2% |
| YTD | +27.4% | -48.8% | +76.2% | +27.4% |
| 1Y | +38.4% | -56.2% | +94.5% | +38.9% |
| All | +59.6% | +90.0% | -30.4% | +46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling