+1,008.4%
ASX vs PLUG
-16.2%
+1,024.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -8.8% | +4.8% | -3.1% |
| 7D | +22.1% | -8.1% | +30.3% | +23.2% |
| 30D | -23.8% | -20.5% | -3.2% | -21.7% |
| 3M | -7.6% | -45.9% | +38.2% | -1.2% |
| 6M | +6.9% | -65.2% | +72.1% | +19.6% |
| YTD | +127.7% | -37.1% | +164.7% | +136.8% |
| 1Y | +144.5% | -54.6% | +199.1% | +162.0% |
| 3Y | +377.8% | -64.9% | +442.7% | +371.0% |
| 5Y | +498.2% | -97.1% | +595.4% | +626.0% |
| All | +1,008.4% | -16.2% | +1,024.6% | +943.5% |
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 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