-77.5%
PLTD vs EXPD
+59.7%
-137.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.8% | +5.0% |
| 7D | +5.9% | -1.1% | +7.1% | +5.5% |
| 30D | -11.6% | +4.1% | -15.7% | -10.3% |
| 3M | -29.9% | +17.9% | -47.8% | -25.4% |
| 6M | -28.5% | +29.2% | -57.8% | -22.3% |
| YTD | -20.4% | +27.4% | -47.8% | -13.0% |
| 1Y | -33.3% | +56.8% | -90.1% | -20.3% |
| All | -77.5% | +59.7% | -137.2% | -68.7% |
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