-24.9%
LOW vs PLUG
+53.7%
-78.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.1% | -5.9% | -1.7% |
| 7D | +0.4% | +8.1% | -7.8% | +0.5% |
| 30D | -10.1% | +3.7% | -13.8% | -10.0% |
| 3M | -2.9% | -29.2% | +26.3% | -3.2% |
| 6M | -19.4% | +6.1% | -25.5% | -19.6% |
| YTD | -15.4% | +14.7% | -30.2% | -15.6% |
| 1Y | -24.9% | +56.9% | -81.9% | -24.5% |
| All | -24.9% | +53.7% | -78.7% | -24.5% |
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