+406.5%
BNY vs PLUG
+54.0%
+352.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.2% |
| 7D | -1.1% | 0.0% | -1.1% | -1.1% |
| 30D | +1.4% | -5.0% | +6.4% | +1.7% |
| 3M | +16.8% | -26.2% | +43.0% | +18.9% |
| 6M | +42.0% | -0.5% | +42.5% | +40.5% |
| YTD | +41.9% | +7.1% | +34.8% | +38.9% |
| 1Y | +59.2% | +46.5% | +12.7% | +50.1% |
| 3Y | +290.9% | -73.5% | +364.4% | +288.6% |
| 5Y | +259.0% | -91.3% | +350.3% | +276.7% |
| All | +406.5% | +54.0% | +352.5% | +308.1% |
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 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