-23.6%
GIS vs PLUG
+46.5%
-70.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.3% | -3.2% |
| 7D | -8.4% | 0.0% | -8.4% | -8.4% |
| 30D | -5.2% | -5.0% | -0.2% | -5.4% |
| 3M | +8.2% | -26.2% | +34.4% | +7.2% |
| 6M | -12.0% | -0.5% | -11.5% | -12.0% |
| YTD | -18.9% | +7.1% | -26.0% | -18.7% |
| 1Y | -23.6% | +46.5% | -70.1% | -24.2% |
| All | -23.6% | +46.5% | -70.1% | -24.2% |
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