+12.6%
BLK vs PLUG
-67.1%
+79.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.8% | +8.0% | -0.2% |
| 7D | +3.9% | -8.1% | +12.1% | +4.5% |
| 30D | +14.1% | -20.5% | +34.6% | +15.5% |
| 3M | +5.3% | -45.9% | +51.2% | +8.2% |
| 6M | +12.6% | -65.2% | +77.7% | +17.9% |
| All | +12.6% | -67.1% | +79.7% | +17.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling