+1,511.3%
META vs PLUG
+18.9%
+1,492.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.4% | -6.6% | +0.3% |
| 7D | -0.8% | +5.8% | -6.6% | -1.2% |
| 30D | -15.4% | -18.5% | +3.1% | -14.2% |
| 3M | +3.5% | -30.0% | +33.5% | +6.0% |
| 6M | -0.3% | -56.2% | +55.9% | +5.1% |
| YTD | -7.3% | -26.4% | +19.1% | -6.9% |
| 1Y | -1.1% | -42.2% | +41.1% | +0.8% |
| 3Y | +95.1% | -76.8% | +171.9% | +94.3% |
| 5Y | +80.6% | -96.2% | +176.8% | +101.0% |
| 10Y | +410.1% | +2.1% | +408.0% | +333.8% |
| All | +1,511.3% | +18.9% | +1,492.4% | +1,145.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling