+6.2%
EXE vs PLUG
+53.7%
-47.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.1% | -3.9% | +0.3% |
| 7D | -1.8% | +8.1% | -9.9% | -1.8% |
| 30D | +6.4% | +3.7% | +2.7% | +6.4% |
| 3M | +9.2% | -29.2% | +38.4% | +9.4% |
| 6M | -7.0% | +6.1% | -13.1% | -7.2% |
| YTD | -9.5% | +14.7% | -24.2% | -10.1% |
| 1Y | +6.2% | +56.9% | -50.7% | +8.0% |
| All | +6.2% | +53.7% | -47.5% | +8.0% |
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