+2,105.4%
FIX vs PLUG
-91.8%
+2,197.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -0.9% | +1.6% |
| 7D | +6.0% | -0.9% | +6.9% | +6.1% |
| 30D | -7.2% | +3.3% | -10.6% | -7.7% |
| 3M | -15.9% | -39.7% | +23.9% | -11.3% |
| 6M | +12.7% | -12.5% | +25.2% | +13.6% |
| YTD | +72.8% | +10.2% | +62.6% | +68.7% |
| 1Y | +122.9% | +50.7% | +72.2% | +106.7% |
| 3Y | +774.3% | -74.5% | +848.8% | +805.0% |
| All | +2,105.4% | -91.8% | +2,197.2% | +2,469.6% |
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