+141.2%
ADI vs PLUG
-91.8%
+233.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +1.3% |
| 7D | +0.4% | -0.9% | +1.3% | +0.5% |
| 30D | -3.8% | +3.3% | -7.1% | -4.2% |
| 3M | -15.3% | -39.7% | +24.5% | -10.5% |
| 6M | +6.7% | -12.5% | +19.2% | +7.0% |
| YTD | +34.8% | +10.2% | +24.6% | +30.2% |
| 1Y | +49.0% | +50.7% | -1.7% | +34.9% |
| 3Y | +108.1% | -74.5% | +182.6% | +113.5% |
| All | +141.2% | -91.8% | +233.0% | +185.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling