+17.6%
BND vs PLUG
-16.2%
+33.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.8% | +8.2% | -0.6% |
| 7D | -1.4% | -8.1% | +6.8% | -1.3% |
| 30D | +0.8% | -20.5% | +21.3% | +1.0% |
| 3M | -1.2% | -45.9% | +44.6% | -0.8% |
| 6M | -1.4% | -65.2% | +63.8% | -0.8% |
| YTD | -1.3% | -37.1% | +35.7% | -1.2% |
| 1Y | -1.2% | -54.6% | +53.3% | -0.9% |
| 3Y | +13.7% | -64.9% | +78.6% | +13.4% |
| 5Y | -1.7% | -97.1% | +95.4% | -1.1% |
| All | +17.6% | -16.2% | +33.8% | +18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling