+43.4%
EXPE vs PLTD
-78.0%
+121.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.6% |
| 7D | -4.2% | -9.8% | +5.6% | -5.9% |
| 30D | -4.5% | +18.9% | -23.5% | -1.4% |
| 3M | -19.7% | -4.2% | -15.5% | -20.0% |
| 6M | +18.3% | -34.8% | +53.1% | +11.8% |
| YTD | -7.3% | -21.1% | +13.8% | -8.0% |
| 1Y | -3.9% | -19.3% | +15.4% | -3.8% |
| All | +43.4% | -78.0% | +121.4% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling