+114.3%
ADI vs PLUG
-96.4%
+210.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.4% | -6.7% | -0.2% |
| 7D | -12.8% | +5.8% | -18.7% | -13.4% |
| 30D | -11.3% | -18.5% | +7.2% | -9.2% |
| 3M | -3.4% | -30.0% | +26.6% | +0.6% |
| 6M | -12.0% | -56.2% | +44.2% | -4.0% |
| YTD | +35.3% | -26.4% | +61.7% | +36.8% |
| 1Y | +58.1% | -42.2% | +100.3% | +63.8% |
| 3Y | +127.4% | -76.8% | +204.2% | +132.1% |
| All | +114.3% | -96.4% | +210.6% | +189.7% |
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 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