+3.7%
F vs PLUG
-44.1%
+47.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.5% | -0.6% | +2.6% |
| 7D | +6.0% | +2.8% | +3.2% | +5.7% |
| 30D | +4.3% | -22.8% | +27.0% | +6.7% |
| 3M | -10.1% | -32.4% | +22.3% | -6.9% |
| 6M | +12.8% | -53.4% | +66.1% | +20.8% |
| YTD | -0.1% | -25.9% | +25.8% | +3.9% |
| 1Y | +3.7% | -42.1% | +45.7% | +11.1% |
| All | +3.7% | -44.1% | +47.7% | +11.1% |
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