+773.1%
EXPE vs PLUG
-98.0%
+871.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -7.5% | -6.2% | -13.0% |
| 7D | -3.6% | -4.9% | +1.3% | -3.1% |
| 30D | +4.8% | -27.4% | +32.2% | +8.1% |
| 3M | -14.6% | -35.7% | +21.1% | -11.1% |
| 6M | +10.0% | -59.3% | +69.3% | +18.7% |
| YTD | -3.3% | -31.5% | +28.2% | -2.3% |
| 1Y | +28.4% | -48.9% | +77.3% | +33.2% |
| 3Y | +145.1% | -79.6% | +224.7% | +146.5% |
| 5Y | +51.6% | -96.5% | +148.1% | +76.5% |
| 10Y | +128.8% | -4.9% | +133.8% | +71.6% |
| All | +773.1% | -98.0% | +871.1% | +567.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling