+748.4%
ASX vs PLUG
+6.6%
+741.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +7.4% | -1.0% | +5.6% |
| 7D | -19.9% | +5.8% | -25.8% | -20.3% |
| 30D | -30.9% | -18.5% | -12.3% | -29.2% |
| 3M | -15.1% | -30.0% | +14.9% | -11.7% |
| 6M | -6.5% | -56.2% | +49.7% | +2.0% |
| YTD | +98.4% | -26.4% | +124.8% | +103.0% |
| 1Y | +107.9% | -42.2% | +150.1% | +117.0% |
| 3Y | +325.3% | -76.8% | +402.1% | +333.1% |
| 5Y | +447.3% | -96.2% | +543.5% | +545.0% |
| All | +748.4% | +6.6% | +741.8% | +695.8% |
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