+11.4%
O vs PLUG
-53.4%
+64.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.0% | +9.1% | -0.1% |
| 7D | +3.5% | -3.2% | +6.7% | +3.5% |
| 30D | +10.4% | -18.7% | +29.2% | +10.0% |
| 3M | -2.4% | -35.3% | +32.9% | -3.3% |
| 6M | -1.2% | -56.2% | +55.0% | -2.8% |
| YTD | +10.4% | -30.7% | +41.1% | +9.2% |
| 1Y | +11.4% | -46.7% | +58.1% | +11.0% |
| All | +11.4% | -53.4% | +64.8% | +11.0% |
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