+3.9%
AA vs PLUG
-53.2%
+57.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -8.7% | +4.3% | -2.5% |
| 7D | +1.2% | -2.8% | +4.1% | +1.9% |
| 30D | -5.0% | -18.5% | +13.4% | -1.1% |
| 3M | -22.2% | -35.1% | +12.9% | -15.1% |
| 6M | -36.3% | -56.1% | +19.8% | -25.9% |
| YTD | -24.2% | -30.5% | +6.3% | -21.4% |
| 1Y | +3.9% | -46.5% | +50.4% | +15.7% |
| All | +3.9% | -53.2% | +57.1% | +15.7% |
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