+299.6%
ASX vs PLUG
-79.9%
+379.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.5% | -13.2% | -20.0% |
| 7D | -33.3% | -4.9% | -28.4% | -32.9% |
| 30D | -36.5% | -27.4% | -9.0% | -34.5% |
| 3M | -19.2% | -35.7% | +16.5% | -15.8% |
| 6M | -10.2% | -59.3% | +49.1% | -3.3% |
| YTD | +86.5% | -31.5% | +117.9% | +93.5% |
| 1Y | +89.6% | -48.9% | +138.5% | +99.9% |
| All | +299.6% | -79.9% | +379.4% | +301.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling