-75.3%
PLTD vs EXPD
+59.7%
-135.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -4.5% | +14.0% | +7.9% |
| 7D | +25.1% | -4.8% | +29.9% | +23.1% |
| 30D | +21.0% | -1.5% | +22.6% | +20.5% |
| 3M | -2.9% | +4.1% | -7.1% | -1.4% |
| 6M | -27.8% | +24.0% | -51.8% | -21.9% |
| YTD | -12.6% | +27.4% | -40.0% | -4.3% |
| 1Y | -9.8% | +38.4% | -48.2% | +2.7% |
| All | -75.3% | +59.7% | -135.1% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling