+59.2%
EWT vs PLUG
-58.9%
+118.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -10.5% | +10.6% | +1.7% |
| 7D | +9.1% | -23.4% | +32.6% | +13.4% |
| 30D | -12.2% | -23.4% | +11.2% | -8.7% |
| 3M | -9.4% | -51.7% | +42.3% | -0.3% |
| 6M | +2.7% | -72.0% | +74.6% | +17.1% |
| YTD | +53.3% | -43.7% | +96.9% | +68.7% |
| 1Y | +59.2% | -55.4% | +114.6% | +77.0% |
| All | +59.2% | -58.9% | +118.1% | +77.0% |
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 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