+432.3%
ASX vs PLUG
-91.8%
+524.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.1% |
| 7D | -0.7% | -0.9% | +0.2% | -0.6% |
| 30D | +2.0% | +3.3% | -1.3% | +1.5% |
| 3M | -1.3% | -39.7% | +38.4% | +4.7% |
| 6M | +71.4% | -12.5% | +83.9% | +73.6% |
| YTD | +135.3% | +10.2% | +125.2% | +129.9% |
| 1Y | +267.5% | +50.7% | +216.8% | +237.0% |
| 3Y | +388.5% | -74.5% | +463.0% | +410.1% |
| All | +432.3% | -91.8% | +524.1% | +544.1% |
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 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