+13,519.9%
BLK vs PLUG
-99.3%
+13,619.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -10.5% | +11.0% | +1.3% |
| 7D | +3.7% | -23.4% | +27.2% | +5.8% |
| 30D | +13.9% | -23.4% | +37.3% | +16.0% |
| 3M | +3.9% | -51.7% | +55.7% | +9.5% |
| 6M | +13.0% | -72.0% | +84.9% | +23.5% |
| YTD | +16.1% | -43.7% | +59.8% | +18.9% |
| 1Y | +16.8% | -55.4% | +72.2% | +21.5% |
| 3Y | +97.7% | -68.0% | +165.7% | +93.8% |
| 5Y | +42.1% | -97.4% | +139.5% | +62.4% |
| 10Y | +321.3% | -24.5% | +345.8% | +241.6% |
| All | +13,519.9% | -99.3% | +13,619.2% | +10,801.2% |
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