+33.4%
AG vs PLUG
-44.1%
+77.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.5% | +5.6% | +8.2% |
| 7D | -2.6% | +2.8% | -5.4% | -3.3% |
| 30D | -12.1% | -22.8% | +10.6% | -6.2% |
| 3M | -6.6% | -32.4% | +25.8% | +3.1% |
| 6M | -20.5% | -53.4% | +32.9% | -5.4% |
| YTD | -7.4% | -25.9% | +18.4% | +2.3% |
| 1Y | +33.4% | -42.1% | +75.5% | +53.5% |
| All | +33.4% | -44.1% | +77.5% | +53.5% |
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