+55.3%
BE vs PLUG
-44.1%
+99.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.5% | -9.9% | -8.6% |
| 7D | -12.1% | +2.8% | -15.0% | -13.7% |
| 30D | -30.1% | -22.8% | -7.3% | -17.8% |
| 3M | -12.1% | -32.4% | +20.3% | +12.0% |
| 6M | -30.6% | -53.4% | +22.8% | +7.7% |
| YTD | +130.6% | -25.9% | +156.5% | +197.5% |
| 1Y | +55.3% | -42.1% | +97.4% | +117.6% |
| All | +55.3% | -44.1% | +99.3% | +117.6% |
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