-2.4%
BAC vs PLUG
-54.1%
+51.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.8% | +8.5% | +0.1% |
| 7D | +1.5% | -8.1% | +9.7% | +1.9% |
| 30D | -6.4% | -20.5% | +14.1% | -5.5% |
| 3M | -21.7% | -45.9% | +24.2% | -19.9% |
| 6M | +0.5% | -65.2% | +65.7% | +4.0% |
| YTD | -6.7% | -37.1% | +30.4% | -8.8% |
| All | -2.4% | -54.1% | +51.6% | -3.5% |
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 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