+59.4%
BE vs PLUG
-51.0%
+110.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -8.8% | +5.2% | +2.2% |
| 7D | +20.5% | -8.1% | +28.7% | +27.0% |
| 30D | -23.4% | -20.5% | -2.8% | -10.6% |
| 3M | -14.9% | -45.9% | +31.0% | +26.1% |
| 6M | -28.1% | -65.2% | +37.1% | +33.2% |
| YTD | +132.4% | -37.1% | +169.5% | +235.6% |
| 1Y | +59.4% | -54.6% | +113.9% | +157.1% |
| All | +59.4% | -51.0% | +110.3% | +157.1% |
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