-16.8%
OPEN vs PLUG
-74.3%
+57.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | -0.2% |
| 7D | -4.3% | -0.9% | -3.3% | -4.0% |
| 30D | -16.2% | +3.3% | -19.6% | -17.0% |
| 3M | -36.4% | -39.7% | +3.4% | -26.5% |
| 6M | -35.5% | -12.5% | -23.0% | -34.8% |
| YTD | -46.0% | +10.2% | -56.1% | -50.1% |
| 1Y | -47.1% | +50.7% | -97.8% | -58.0% |
| All | -16.8% | -74.3% | +57.5% | -6.0% |
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 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