+12,335.5%
BLK vs PLUG
-98.6%
+12,434.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.2% | -0.6% |
| 7D | -3.6% | -0.9% | -2.7% | -3.6% |
| 30D | -1.0% | +3.3% | -4.3% | -1.3% |
| 3M | +10.4% | -39.7% | +50.1% | +14.3% |
| 6M | +8.2% | -12.5% | +20.7% | +8.1% |
| YTD | +6.0% | +10.2% | -4.1% | +3.4% |
| 1Y | +3.3% | +50.7% | -47.4% | -3.2% |
| 3Y | +70.3% | -74.5% | +144.8% | +68.6% |
| 5Y | +34.5% | -91.8% | +126.3% | +40.8% |
| 10Y | +281.9% | +43.7% | +238.2% | +194.8% |
| All | +12,335.5% | -98.6% | +12,434.1% | +9,382.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling