+1,007.5%
ASX vs PLUG
-2.5%
+1,010.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.1% | +7.7% | +6.7% |
| 7D | +0.8% | -7.2% | +8.0% | +1.8% |
| 30D | -20.4% | -16.4% | -4.1% | -18.7% |
| 3M | -2.1% | -39.0% | +36.8% | +3.3% |
| 6M | +8.2% | -61.5% | +69.7% | +19.7% |
| YTD | +137.3% | -31.2% | +168.5% | +144.4% |
| 1Y | +155.0% | -46.4% | +201.5% | +168.4% |
| 3Y | +397.9% | -61.6% | +459.6% | +386.1% |
| 5Y | +529.2% | -96.9% | +626.1% | +656.3% |
| 10Y | +1,007.5% | -7.8% | +1,015.3% | +914.8% |
| All | +1,007.5% | -2.5% | +1,010.0% | +914.8% |
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