-25.1%
ON vs PLUG
-74.3%
+49.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.9% | +0.6% |
| 7D | +2.4% | -0.9% | +3.4% | +2.6% |
| 30D | -3.3% | +3.3% | -6.6% | -3.8% |
| 3M | -43.6% | -39.7% | -3.9% | -39.5% |
| 6M | +19.0% | -12.5% | +31.5% | +20.7% |
| YTD | +37.4% | +10.2% | +27.2% | +33.8% |
| 1Y | +54.8% | +50.7% | +4.1% | +41.1% |
| All | -25.1% | -74.3% | +49.2% | -28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling