+38.1%
EXPE vs PLTU
+103.5%
-65.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +7.1% | -11.9% | -5.5% |
| 7D | -9.3% | -25.3% | +16.0% | -7.1% |
| 30D | +0.1% | -34.5% | +34.6% | +3.3% |
| 3M | -15.3% | -3.4% | -12.0% | -16.3% |
| 6M | +5.5% | +12.4% | -6.9% | +0.4% |
| YTD | -8.0% | -45.1% | +37.2% | -7.9% |
| 1Y | +18.9% | -45.7% | +64.5% | +18.5% |
| All | +38.1% | +103.5% | -65.4% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling