-37.1%
AA vs PLUG
-56.5%
+19.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +7.4% | -4.5% | +0.7% |
| 7D | +0.9% | +5.8% | -4.9% | -0.9% |
| 30D | -6.7% | -18.5% | +11.9% | -1.0% |
| 3M | -16.3% | -30.0% | +13.6% | -7.0% |
| 6M | -37.1% | -56.2% | +19.1% | -21.7% |
| All | -37.1% | -56.5% | +19.3% | -21.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling