+10.8%
O vs PLUG
+45.6%
-34.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -0.8% |
| 7D | -0.7% | -0.9% | +0.2% | -0.8% |
| 30D | -1.9% | +3.3% | -5.2% | -1.8% |
| 3M | +3.8% | -39.7% | +43.6% | +3.7% |
| 6M | -4.7% | -12.5% | +7.8% | -5.0% |
| YTD | +12.5% | +10.2% | +2.3% | +12.0% |
| 1Y | +10.8% | +50.7% | -39.9% | +13.4% |
| All | +10.8% | +45.6% | -34.8% | +13.4% |
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