+414.3%
ASX vs PLUG
-96.6%
+510.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.5% | -13.2% | -19.8% |
| 7D | -33.3% | -4.9% | -28.4% | -32.7% |
| 30D | -36.5% | -27.4% | -9.0% | -33.7% |
| 3M | -19.2% | -35.7% | +16.5% | -14.4% |
| 6M | -10.2% | -59.3% | +49.1% | +0.3% |
| YTD | +86.5% | -31.5% | +117.9% | +93.8% |
| 1Y | +89.6% | -48.9% | +138.5% | +102.9% |
| 3Y | +298.6% | -79.6% | +378.2% | +324.6% |
| 5Y | +414.3% | -96.5% | +510.7% | +623.4% |
| All | +414.3% | -96.6% | +510.9% | +623.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling