+19.9%
MA vs PLUG
-53.2%
+73.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.7% | +9.1% | +0.5% |
| 7D | +1.8% | -2.8% | +4.6% | +1.8% |
| 30D | +11.8% | -18.5% | +30.3% | +11.9% |
| 3M | +17.2% | -35.1% | +52.2% | +17.2% |
| 6M | +33.4% | -56.1% | +89.5% | +33.7% |
| YTD | +16.1% | -30.5% | +46.6% | +13.7% |
| 1Y | +19.9% | -46.5% | +66.4% | +20.1% |
| All | +19.9% | -53.2% | +73.2% | +20.1% |
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