+3,328.5%
COST vs PLUG
-98.6%
+3,427.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.9% | -1.2% |
| 7D | -3.1% | -0.9% | -2.2% | -3.1% |
| 30D | -2.8% | +3.3% | -6.1% | -3.0% |
| 3M | -5.7% | -39.7% | +34.0% | -3.6% |
| 6M | -8.8% | -12.5% | +3.7% | -8.9% |
| YTD | +6.7% | +10.2% | -3.5% | +4.7% |
| 1Y | -3.6% | +50.7% | -54.3% | -7.9% |
| 3Y | +75.1% | -74.5% | +149.6% | +73.1% |
| 5Y | +108.9% | -91.8% | +200.7% | +113.9% |
| 10Y | +586.2% | +43.7% | +542.5% | +451.2% |
| All | +3,328.5% | -98.6% | +3,427.1% | +2,313.2% |
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