+238.2%
FANG vs PLUG
-91.8%
+330.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.8% | +4.1% | +1.5% |
| 7D | +1.2% | 0.0% | +1.2% | +1.2% |
| 30D | +2.4% | -5.0% | +7.3% | +2.6% |
| 3M | +5.1% | -26.2% | +31.3% | +6.7% |
| 6M | +16.4% | -0.5% | +16.9% | +15.3% |
| YTD | +39.0% | +7.1% | +31.9% | +36.0% |
| 1Y | +50.6% | +46.5% | +4.1% | +42.0% |
| 3Y | +46.9% | -73.5% | +120.4% | +47.8% |
| 5Y | +238.2% | -91.3% | +329.5% | +277.3% |
| All | +238.2% | -91.8% | +330.0% | +277.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling