+8.6%
AAL vs PLUG
-46.5%
+55.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.7% | +8.3% | +0.7% |
| 7D | +10.1% | -2.8% | +12.9% | +10.4% |
| 30D | +10.6% | -18.5% | +29.0% | +13.0% |
| 3M | -5.9% | -35.1% | +29.1% | -1.7% |
| 6M | +5.7% | -56.1% | +61.8% | +13.3% |
| YTD | -8.0% | -30.5% | +22.5% | -10.2% |
| All | +8.6% | -46.5% | +55.1% | +12.4% |
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