+96.6%
BLK vs PLUG
-63.1%
+159.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.2% | +8.4% | -0.3% |
| 7D | +3.9% | -8.5% | +12.4% | +4.4% |
| 30D | +14.1% | -20.8% | +34.9% | +15.5% |
| 3M | +5.3% | -46.1% | +51.4% | +8.8% |
| 6M | +12.6% | -65.3% | +77.9% | +18.7% |
| YTD | +15.5% | -37.3% | +52.8% | +16.9% |
| 1Y | +13.6% | -54.8% | +68.4% | +16.8% |
| All | +96.6% | -63.1% | +159.8% | +96.0% |
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