+363.8%
ALL vs PLUG
+25.0%
+338.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.8% | -0.5% |
| 7D | -3.9% | +14.5% | -18.4% | -4.2% |
| 30D | +10.6% | -10.7% | +21.3% | +10.8% |
| 3M | -4.6% | -31.2% | +26.6% | -3.8% |
| 6M | +20.2% | -51.9% | +72.1% | +21.9% |
| YTD | +23.7% | -23.9% | +47.6% | +23.1% |
| 1Y | +27.9% | -43.4% | +71.3% | +28.3% |
| 3Y | +109.2% | -74.7% | +183.9% | +107.6% |
| 5Y | +148.0% | -96.3% | +244.3% | +165.3% |
| 10Y | +363.8% | +20.0% | +343.8% | +282.6% |
| All | +363.8% | +25.0% | +338.8% | +282.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling