+41.7%
EXPE vs PLTD
-77.5%
+119.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.3% | -0.8% |
| 7D | -0.5% | -4.8% | +4.3% | -1.3% |
| 30D | -6.1% | +16.9% | -22.9% | -3.3% |
| 3M | -21.3% | +2.6% | -23.9% | -20.6% |
| 6M | +19.0% | -36.2% | +55.2% | +12.0% |
| YTD | -8.4% | -19.4% | +11.0% | -8.8% |
| 1Y | -2.8% | -22.5% | +19.7% | -3.6% |
| All | +41.7% | -77.5% | +119.3% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling