+151.0%
BITO vs PLUG
-72.4%
+223.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.1% | -6.0% | -2.2% |
| 7D | +1.5% | +8.1% | -6.6% | +0.9% |
| 30D | +20.0% | +3.7% | +16.4% | +19.6% |
| 3M | +22.8% | -29.2% | +51.9% | +25.9% |
| 6M | +13.1% | +6.1% | +7.0% | +11.4% |
| YTD | -12.5% | +14.7% | -27.2% | -14.5% |
| 1Y | -32.6% | +56.9% | -89.5% | -35.7% |
| 3Y | +151.0% | -71.6% | +222.7% | +143.8% |
| All | +151.0% | -72.4% | +223.5% | +143.8% |
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 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