+3,897.6%
COST vs PLUG
-99.0%
+3,996.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.4% | -2.3% | +1.0% |
| 7D | +2.5% | +14.5% | -12.0% | +1.7% |
| 30D | +12.8% | -10.7% | +23.5% | +13.2% |
| 3M | +12.7% | -31.2% | +43.8% | +14.4% |
| 6M | +6.0% | -51.9% | +57.9% | +9.1% |
| YTD | +24.4% | -23.9% | +48.2% | +24.1% |
| 1Y | +16.2% | -43.4% | +59.6% | +17.5% |
| 3Y | +96.9% | -74.7% | +171.6% | +94.4% |
| 5Y | +121.1% | -96.3% | +217.4% | +136.0% |
| 10Y | +758.4% | +20.0% | +738.4% | +594.5% |
| All | +3,897.6% | -99.0% | +3,996.7% | +2,759.7% |
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