+3,897.5%
COST vs PLUG
-99.1%
+3,996.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.0% | +9.0% | +0.4% |
| 7D | +4.6% | -3.2% | +7.8% | +4.7% |
| 30D | +12.8% | -18.7% | +31.5% | +13.7% |
| 3M | +12.1% | -35.3% | +47.4% | +14.2% |
| 6M | +6.0% | -56.2% | +62.3% | +9.6% |
| YTD | +24.4% | -30.7% | +55.1% | +24.7% |
| 1Y | +17.1% | -46.7% | +63.8% | +18.7% |
| 3Y | +92.2% | -61.3% | +153.5% | +86.4% |
| 5Y | +122.5% | -96.6% | +219.1% | +138.3% |
| 10Y | +758.9% | +1.1% | +757.8% | +601.1% |
| All | +3,897.5% | -99.1% | +3,996.6% | +2,772.0% |
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