-4.6%
EXPE vs PLUG
-53.4%
+48.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.0% | +6.9% | -1.7% |
| 7D | -11.2% | -3.2% | -8.0% | -11.0% |
| 30D | -7.5% | -18.7% | +11.3% | -6.6% |
| 3M | -19.1% | -35.3% | +16.2% | -17.7% |
| 6M | +10.7% | -56.2% | +67.0% | +14.7% |
| YTD | -9.9% | -30.7% | +20.8% | -13.3% |
| 1Y | -4.6% | -46.7% | +42.1% | -3.6% |
| All | -4.6% | -53.4% | +48.8% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling