+52.2%
EWT vs PLUG
-48.8%
+101.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +3.4% | +3.7% | +6.7% |
| 7D | -5.0% | +14.5% | -19.5% | -6.7% |
| 30D | -16.3% | -10.7% | -5.6% | -15.1% |
| 3M | -7.2% | -31.2% | +24.0% | -2.9% |
| 6M | -0.5% | -51.9% | +51.4% | +7.3% |
| YTD | +50.6% | -23.9% | +74.4% | +58.0% |
| All | +52.2% | -48.8% | +101.0% | +62.2% |
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