+1,415.3%
NI vs PLUG
-98.6%
+1,513.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.5% | -0.8% |
| 7D | +2.0% | -0.9% | +2.9% | +2.1% |
| 30D | -3.5% | +3.3% | -6.9% | -3.7% |
| 3M | -9.1% | -39.7% | +30.6% | -7.6% |
| 6M | -11.8% | -12.5% | +0.7% | -11.9% |
| YTD | +1.1% | +10.2% | -9.1% | -0.2% |
| 1Y | +6.7% | +50.7% | -44.0% | +3.3% |
| 3Y | +71.1% | -74.5% | +145.6% | +70.1% |
| 5Y | +94.3% | -91.8% | +186.1% | +97.4% |
| 10Y | +135.8% | +43.7% | +92.1% | +98.5% |
| All | +1,415.3% | -98.6% | +1,513.9% | +1,041.3% |
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 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