-92.0%
OPEN vs PLUG
-96.6%
+4.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -7.5% | -2.1% | -6.3% |
| 7D | -5.8% | -4.9% | -0.9% | -3.7% |
| 30D | -21.1% | -27.4% | +6.3% | -9.4% |
| 3M | -52.4% | -35.7% | -16.7% | -42.4% |
| 6M | -65.8% | -59.3% | -6.4% | -50.8% |
| YTD | -69.3% | -31.5% | -37.8% | -67.2% |
| 1Y | -75.2% | -48.9% | -26.4% | -70.0% |
| 3Y | -14.4% | -79.6% | +65.3% | +2.3% |
| 5Y | -92.0% | -96.5% | +4.5% | -69.5% |
| All | -92.0% | -96.6% | +4.6% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling