+29.4%
B vs PLUG
-44.1%
+73.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.5% | +4.8% | +7.8% |
| 7D | +1.1% | +2.8% | -1.7% | +0.7% |
| 30D | +0.3% | -22.8% | +23.1% | +3.7% |
| 3M | +5.4% | -32.4% | +37.8% | +10.7% |
| 6M | +5.5% | -53.4% | +58.9% | +14.5% |
| YTD | -6.3% | -25.9% | +19.6% | -0.2% |
| 1Y | +29.4% | -42.1% | +71.4% | +39.2% |
| All | +29.4% | -44.1% | +73.4% | +39.2% |
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