+6.4%
NI vs PLUG
-53.4%
+59.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.0% | +9.5% | +0.5% |
| 7D | +1.5% | -3.2% | +4.7% | +1.5% |
| 30D | +11.9% | -18.7% | +30.6% | +12.0% |
| 3M | +9.1% | -35.3% | +44.4% | +9.3% |
| 6M | -1.8% | -56.2% | +54.5% | -1.5% |
| YTD | +11.4% | -30.7% | +42.1% | +11.0% |
| 1Y | +6.4% | -46.7% | +53.1% | +6.3% |
| All | +6.4% | -53.4% | +59.8% | +6.3% |
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