+649.9%
PLTR vs EXPD
+62.8%
+587.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.7% | +0.3% |
| 7D | +0.4% | -1.6% | +2.0% | +1.6% |
| 30D | -17.5% | +0.6% | -18.1% | -17.7% |
| 3M | -1.5% | +9.8% | -11.3% | -7.2% |
| 6M | +25.9% | +25.8% | +0.2% | +9.3% |
| YTD | -3.0% | +31.3% | -34.3% | -20.3% |
| 1Y | -9.7% | +40.9% | -50.7% | -29.5% |
| 3Y | +776.5% | +74.7% | +701.7% | +442.2% |
| 5Y | +649.9% | +62.9% | +587.0% | +318.8% |
| All | +649.9% | +62.8% | +587.1% | +318.8% |
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