-37.1%
APP vs PLUG
-48.8%
+11.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.4% | +1.4% | +4.1% |
| 7D | +79.2% | +14.5% | +64.7% | +73.5% |
| 30D | +48.0% | -10.7% | +58.7% | +50.8% |
| 3M | +18.2% | -31.2% | +49.4% | +26.4% |
| 6M | -12.5% | -51.9% | +39.4% | -0.8% |
| YTD | -39.2% | -23.9% | -15.3% | -38.9% |
| All | -37.1% | -48.8% | +11.8% | -34.0% |
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