+85.4%
BE vs PLUG
-58.9%
+144.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -10.5% | +5.6% | +1.7% |
| 7D | +10.8% | -23.4% | +34.3% | +30.7% |
| 30D | -19.8% | -23.4% | +3.7% | -4.8% |
| 3M | -18.7% | -51.7% | +33.0% | +27.6% |
| 6M | -33.7% | -72.0% | +38.2% | +34.9% |
| YTD | +121.0% | -43.7% | +164.6% | +248.6% |
| 1Y | +85.4% | -55.4% | +140.8% | +202.8% |
| All | +85.4% | -58.9% | +144.3% | +202.8% |
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