+1,092.2%
FIX vs PLUG
-96.6%
+1,188.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.1% | +6.1% | +5.2% |
| 7D | +6.4% | -7.2% | +13.6% | +7.5% |
| 30D | -29.1% | -16.4% | -12.7% | -27.6% |
| 3M | -31.1% | -39.0% | +7.8% | -27.2% |
| 6M | -42.8% | -61.5% | +18.7% | -36.6% |
| YTD | +24.6% | -31.2% | +55.9% | +28.4% |
| 1Y | +21.9% | -46.4% | +68.4% | +28.5% |
| 3Y | +524.9% | -61.6% | +586.5% | +511.0% |
| 5Y | +1,092.2% | -96.9% | +1,189.1% | +1,490.8% |
| All | +1,092.2% | -96.6% | +1,188.8% | +1,490.8% |
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