+144.5%
ASX vs PLUG
-51.0%
+195.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -8.8% | +4.8% | -1.8% |
| 7D | +22.1% | -8.1% | +30.3% | +24.6% |
| 30D | -23.8% | -20.5% | -3.2% | -19.1% |
| 3M | -7.6% | -45.9% | +38.2% | +6.2% |
| 6M | +6.9% | -65.2% | +72.1% | +29.7% |
| YTD | +127.7% | -37.1% | +164.7% | +167.1% |
| 1Y | +144.5% | -54.6% | +199.1% | +202.1% |
| All | +144.5% | -51.0% | +195.5% | +202.1% |
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