+33.2%
BE vs PLUG
-53.4%
+86.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.0% | +4.6% | +1.5% |
| 7D | -13.4% | -3.2% | -10.2% | -11.2% |
| 30D | -33.9% | -18.7% | -15.1% | -24.1% |
| 3M | -12.0% | -35.3% | +23.3% | +16.5% |
| 6M | -29.0% | -56.2% | +27.3% | +15.4% |
| YTD | +113.4% | -30.7% | +144.1% | +189.8% |
| 1Y | +33.2% | -46.7% | +79.9% | +96.3% |
| All | +33.2% | -53.4% | +86.6% | +96.3% |
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