+23.1%
C vs PLUG
-51.0%
+74.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.8% | +8.7% | +0.7% |
| 7D | +4.7% | -8.1% | +12.9% | +5.5% |
| 30D | +0.2% | -20.5% | +20.7% | +2.2% |
| 3M | -9.3% | -45.9% | +36.5% | -4.5% |
| 6M | -0.8% | -65.2% | +64.3% | +7.6% |
| YTD | +8.5% | -37.1% | +45.6% | +8.4% |
| 1Y | +23.1% | -54.6% | +77.7% | +26.9% |
| All | +23.1% | -51.0% | +74.1% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling