+29.8%
FITB vs PLUG
-53.4%
+83.2%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.0% | +8.7% | -0.1% |
| 7D | +0.5% | -3.2% | +3.7% | +0.6% |
| 30D | +7.0% | -18.7% | +25.8% | +7.6% |
| 3M | -4.4% | -35.3% | +30.9% | -3.4% |
| 6M | +11.6% | -56.2% | +67.8% | +13.3% |
| YTD | +18.6% | -30.7% | +49.3% | +15.7% |
| 1Y | +29.8% | -46.7% | +76.5% | +30.1% |
| All | +29.8% | -53.4% | +83.2% | +30.1% |
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