+34.1%
FITB vs PLUG
-44.1%
+78.2%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.1% | +1.4% |
| 7D | +2.3% | +2.8% | -0.5% | +2.3% |
| 30D | +7.7% | -22.8% | +30.5% | +8.4% |
| 3M | -4.5% | -32.4% | +27.9% | -3.6% |
| 6M | +12.5% | -53.4% | +65.8% | +14.1% |
| YTD | +19.8% | -25.9% | +45.7% | +16.8% |
| 1Y | +34.1% | -42.1% | +76.2% | +33.9% |
| All | +34.1% | -44.1% | +78.2% | +33.9% |
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