+3,552.3%
ASX vs PLUG
-99.6%
+3,651.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.5% | -7.5% | -4.3% |
| 7D | -14.6% | +2.8% | -17.4% | -14.8% |
| 30D | -21.1% | -22.8% | +1.7% | -19.2% |
| 3M | -3.1% | -32.4% | +29.3% | +0.4% |
| 6M | +17.4% | -53.4% | +70.7% | +25.8% |
| YTD | +135.3% | -25.9% | +161.2% | +138.9% |
| 1Y | +146.5% | -42.1% | +188.6% | +155.0% |
| 3Y | +403.1% | -77.9% | +481.0% | +410.4% |
| 5Y | +551.7% | -96.4% | +648.1% | +647.7% |
| 10Y | +923.7% | +2.8% | +920.9% | +696.9% |
| All | +3,552.3% | -99.6% | +3,651.9% | +2,589.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling