+34.1%
BLK vs PLUG
-91.0%
+125.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.1% | -6.0% | -2.3% |
| 7D | -2.4% | +8.1% | -10.5% | -3.1% |
| 30D | -3.1% | +3.7% | -6.8% | -3.5% |
| 3M | +10.7% | -29.2% | +39.8% | +13.8% |
| 6M | +15.9% | +6.1% | +9.8% | +13.6% |
| YTD | +4.0% | +14.7% | -10.7% | +0.3% |
| 1Y | +1.3% | +56.9% | -55.7% | -7.4% |
| 3Y | +69.6% | -71.6% | +141.2% | +72.1% |
| All | +34.1% | -91.0% | +125.1% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling