+1,659.2%
BE vs PLUG
-63.1%
+1,722.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.0% | +4.6% | -1.1% |
| 7D | -13.4% | -3.2% | -10.2% | -12.1% |
| 30D | -33.9% | -18.7% | -15.1% | -28.3% |
| 3M | -12.0% | -35.3% | +23.3% | +3.8% |
| 6M | -29.0% | -56.2% | +27.3% | -3.8% |
| YTD | +113.4% | -30.7% | +144.1% | +149.1% |
| 1Y | +33.2% | -46.7% | +79.9% | +67.1% |
| 3Y | +1,659.2% | -61.3% | +1,720.5% | +1,960.2% |
| All | +1,659.2% | -63.1% | +1,722.3% | +1,960.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling