-11.8%
BA vs PLUG
-45.5%
+33.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.4% | -6.9% | -0.1% |
| 7D | +1.1% | +5.8% | -4.8% | +0.6% |
| 30D | -7.9% | -18.5% | +10.6% | -6.5% |
| 3M | -25.3% | -30.0% | +4.6% | -23.3% |
| 6M | -24.6% | -56.2% | +31.6% | -20.1% |
| YTD | -20.1% | -26.4% | +6.3% | -20.1% |
| 1Y | -11.8% | -42.2% | +30.5% | -8.3% |
| All | -11.8% | -45.5% | +33.7% | -8.3% |
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