-32.7%
APP vs PLUG
-51.0%
+18.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -8.8% | +6.1% | -0.9% |
| 7D | +10.6% | -8.1% | +18.7% | +12.5% |
| 30D | +44.6% | -20.5% | +65.1% | +50.9% |
| 3M | +29.6% | -45.9% | +75.5% | +45.7% |
| 6M | -19.8% | -65.2% | +45.4% | -2.6% |
| YTD | -41.6% | -37.1% | -4.5% | -39.1% |
| 1Y | -32.7% | -54.6% | +21.9% | -25.0% |
| All | -32.7% | -51.0% | +18.3% | -25.0% |
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