+24.4%
EW vs PLUG
-58.9%
+83.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -10.5% | +11.8% | +1.2% |
| 7D | +4.9% | -23.4% | +28.4% | +4.8% |
| 30D | +23.9% | -23.4% | +47.4% | +23.8% |
| 3M | +15.8% | -51.7% | +67.5% | +15.0% |
| 6M | +31.7% | -72.0% | +103.6% | +29.8% |
| YTD | +25.7% | -43.7% | +69.3% | +25.8% |
| 1Y | +24.4% | -55.4% | +79.9% | +24.1% |
| All | +24.4% | -58.9% | +83.3% | +24.1% |
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