-0.8%
LQD vs PLUG
+56.9%
-57.8%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | 0.0% |
| 7D | +0.2% | +8.1% | -7.9% | +0.2% |
| 30D | -0.6% | +3.7% | -4.3% | -0.6% |
| 3M | -1.2% | -29.2% | +27.9% | -1.1% |
| 6M | -1.9% | +6.1% | -8.0% | -2.0% |
| YTD | -1.3% | +14.7% | -16.0% | -1.3% |
| All | -0.8% | +56.9% | -57.8% | -0.6% |
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 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