+107.9%
ASX vs PLUG
-45.5%
+153.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +7.4% | -1.0% | +4.6% |
| 7D | -19.9% | +5.8% | -25.8% | -20.7% |
| 30D | -30.9% | -18.5% | -12.3% | -27.5% |
| 3M | -15.1% | -30.0% | +14.9% | -8.2% |
| 6M | -6.5% | -56.2% | +49.7% | +8.1% |
| YTD | +98.4% | -26.4% | +124.8% | +124.2% |
| 1Y | +107.9% | -42.2% | +150.1% | +141.4% |
| All | +107.9% | -45.5% | +153.3% | +141.4% |
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