+516.0%
ON vs PLUG
+25.0%
+491.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.4% | +5.7% | +8.5% |
| 7D | -1.4% | +14.5% | -15.9% | -3.8% |
| 30D | -10.9% | -10.7% | -0.1% | -8.9% |
| 3M | -14.9% | -31.2% | +16.3% | -8.8% |
| 6M | -33.0% | -51.9% | +18.9% | -23.6% |
| YTD | +27.6% | -23.9% | +51.5% | +30.6% |
| 1Y | +44.5% | -43.4% | +87.9% | +55.2% |
| 3Y | +7.4% | -74.7% | +82.1% | +8.5% |
| 5Y | +18.7% | -96.3% | +115.1% | +64.8% |
| 10Y | +516.0% | +20.0% | +496.0% | +405.0% |
| All | +516.0% | +25.0% | +491.0% | +405.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling