+6.5%
FIX vs PLUG
-45.5%
+51.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +7.4% | -2.0% | +3.7% |
| 7D | -17.5% | +5.8% | -23.3% | -18.5% |
| 30D | -41.6% | -18.5% | -23.0% | -39.0% |
| 3M | -40.6% | -30.0% | -10.6% | -36.2% |
| 6M | -49.4% | -56.2% | +6.8% | -41.1% |
| YTD | +9.2% | -26.4% | +35.6% | +14.3% |
| 1Y | +6.5% | -42.2% | +48.7% | +14.5% |
| All | +6.5% | -45.5% | +51.9% | +14.5% |
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