+2,416.5%
O vs PLUG
-98.6%
+2,515.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.0% |
| 7D | -0.7% | -0.9% | +0.2% | -0.7% |
| 30D | -1.9% | +3.3% | -5.2% | -2.1% |
| 3M | +3.8% | -39.7% | +43.6% | +6.5% |
| 6M | -4.7% | -12.5% | +7.8% | -4.9% |
| YTD | +12.5% | +10.2% | +2.3% | +10.1% |
| 1Y | +10.8% | +50.7% | -39.9% | +5.2% |
| 3Y | +28.8% | -74.5% | +103.3% | +27.5% |
| 5Y | +13.2% | -91.8% | +105.0% | +16.0% |
| 10Y | +53.5% | +43.7% | +9.7% | +20.9% |
| All | +2,416.5% | -98.6% | +2,515.1% | +1,602.8% |
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