-2.6%
EXPE vs PLUG
-48.8%
+46.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.5% | -0.2% |
| 7D | -13.3% | +14.5% | -27.8% | -13.7% |
| 30D | -5.5% | -10.7% | +5.2% | -5.0% |
| 3M | -16.5% | -31.2% | +14.7% | -15.3% |
| 6M | +13.1% | -51.9% | +65.0% | +16.6% |
| YTD | -8.0% | -23.9% | +15.9% | -11.8% |
| All | -2.6% | -48.8% | +46.2% | -2.0% |
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