+24.5%
EW vs PLUG
-48.8%
+73.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.4% | -0.9% | +2.5% |
| 7D | +12.3% | +14.5% | -2.2% | +12.4% |
| 30D | +22.9% | -10.7% | +33.6% | +22.6% |
| 3M | +16.7% | -31.2% | +47.9% | +16.1% |
| 6M | +31.0% | -51.9% | +82.9% | +29.9% |
| YTD | +22.8% | -23.9% | +46.7% | +23.0% |
| All | +24.5% | -48.8% | +73.3% | +24.2% |
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 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