+145.4%
ASX vs PLUG
-58.9%
+204.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -10.5% | +8.4% | +0.7% |
| 7D | +12.4% | -23.4% | +35.8% | +20.0% |
| 30D | -19.8% | -23.4% | +3.6% | -14.0% |
| 3M | -10.3% | -51.7% | +41.4% | +5.9% |
| 6M | +1.2% | -72.0% | +73.2% | +26.7% |
| YTD | +123.0% | -43.7% | +166.7% | +170.0% |
| 1Y | +145.4% | -55.4% | +200.9% | +207.0% |
| All | +145.4% | -58.9% | +204.3% | +207.0% |
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