+45.9%
BE vs PLUG
-46.5%
+92.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -8.7% | +4.3% | +1.3% |
| 7D | -13.4% | -2.8% | -10.5% | -11.4% |
| 30D | -33.9% | -18.5% | -15.4% | -24.2% |
| 3M | -12.0% | -35.1% | +23.1% | +16.2% |
| 6M | -29.0% | -56.1% | +27.1% | +15.1% |
| YTD | +113.4% | -30.5% | +143.9% | +189.8% |
| All | +45.9% | -46.5% | +92.4% | +113.3% |
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