+64.7%
BLK vs PLUG
-72.9%
+137.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | -1.9% |
| 7D | -2.7% | +3.8% | -6.5% | -2.9% |
| 30D | -4.8% | +2.8% | -7.6% | -5.0% |
| 3M | +6.5% | -25.4% | +31.9% | +7.9% |
| 6M | +13.2% | -0.5% | +13.6% | +12.3% |
| YTD | +1.8% | +10.2% | -8.3% | +0.1% |
| 1Y | -1.0% | +53.9% | -54.9% | -5.2% |
| All | +64.7% | -72.9% | +137.6% | +66.5% |
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