-51.7%
FIG vs PLUG
-44.1%
-7.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.5% | +1.7% | +5.1% |
| 7D | -4.7% | +2.8% | -7.5% | -4.7% |
| 30D | +0.5% | -22.8% | +23.3% | +1.3% |
| 3M | -18.4% | -32.4% | +14.0% | -17.5% |
| 6M | +10.9% | -53.4% | +64.2% | +12.6% |
| YTD | -40.8% | -25.9% | -14.9% | -46.1% |
| 1Y | -51.7% | -42.1% | -9.6% | -54.4% |
| All | -51.7% | -44.1% | -7.6% | -54.4% |
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