+26.9%
ALL vs PLUG
-48.8%
+75.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.8% | 0.0% |
| 7D | -3.9% | +14.5% | -18.4% | -2.4% |
| 30D | +10.6% | -10.7% | +21.3% | +9.7% |
| 3M | -4.6% | -31.2% | +26.6% | -7.4% |
| 6M | +20.2% | -51.9% | +72.1% | +14.4% |
| YTD | +23.7% | -23.9% | +47.6% | +21.4% |
| All | +26.9% | -48.8% | +75.7% | +24.7% |
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 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