+155.0%
ASX vs PLUG
-47.1%
+202.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.1% | +7.7% | +6.9% |
| 7D | +0.8% | -7.2% | +8.0% | +3.0% |
| 30D | -20.4% | -16.4% | -4.1% | -16.9% |
| 3M | -2.1% | -39.0% | +36.8% | +9.1% |
| 6M | +8.2% | -61.5% | +69.7% | +27.9% |
| YTD | +137.3% | -31.2% | +168.5% | +172.1% |
| 1Y | +155.0% | -46.4% | +201.5% | +202.6% |
| All | +155.0% | -47.1% | +202.1% | +202.6% |
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