+5.6%
NI vs PLUG
+47.6%
-42.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.5% | -0.7% |
| 7D | +2.0% | -0.9% | +2.9% | +2.0% |
| 30D | -3.5% | +3.3% | -6.9% | -3.6% |
| 3M | -9.1% | -39.7% | +30.6% | -8.6% |
| 6M | -11.8% | -12.5% | +0.7% | -12.0% |
| YTD | +1.1% | +10.2% | -9.1% | +0.3% |
| All | +5.6% | +47.6% | -42.0% | +4.6% |
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