-10.5%
OPEN vs PLUG
-79.9%
+69.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -7.5% | -2.1% | -7.4% |
| 7D | -5.8% | -4.9% | -0.9% | -4.3% |
| 30D | -21.1% | -27.4% | +6.3% | -13.4% |
| 3M | -52.4% | -35.7% | -16.7% | -45.8% |
| 6M | -65.8% | -59.3% | -6.4% | -56.2% |
| YTD | -69.3% | -31.5% | -37.8% | -67.3% |
| 1Y | -75.2% | -48.9% | -26.4% | -71.4% |
| All | -10.5% | -79.9% | +69.4% | +5.9% |
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