+1,659.6%
ALL vs PLUG
-99.1%
+1,758.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.5% | +6.7% | -0.4% |
| 7D | +4.2% | -4.9% | +9.1% | +4.5% |
| 30D | +18.9% | -27.4% | +46.3% | +21.0% |
| 3M | +1.2% | -35.7% | +36.9% | +3.5% |
| 6M | +23.2% | -59.3% | +82.6% | +28.6% |
| YTD | +30.0% | -31.5% | +61.5% | +30.1% |
| 1Y | +39.6% | -48.9% | +88.5% | +41.9% |
| 3Y | +115.2% | -79.6% | +194.8% | +113.7% |
| 5Y | +156.2% | -96.5% | +252.7% | +176.2% |
| 10Y | +398.0% | -4.9% | +402.9% | +277.1% |
| All | +1,659.6% | -99.1% | +1,758.7% | +991.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling