+61.9%
LIN vs PLUG
-91.8%
+153.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.1% |
| 7D | -2.1% | -0.9% | -1.2% | -2.1% |
| 30D | -2.4% | +3.3% | -5.8% | -2.6% |
| 3M | -5.6% | -39.7% | +34.1% | -3.9% |
| 6M | -3.4% | -12.5% | +9.1% | -3.5% |
| YTD | +13.1% | +10.2% | +3.0% | +11.5% |
| 1Y | +2.5% | +50.7% | -48.2% | -1.4% |
| 3Y | +27.6% | -74.5% | +102.1% | +30.6% |
| All | +61.9% | -91.8% | +153.7% | +76.7% |
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