-93.6%
OPEN vs PLUG
-96.4%
+2.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +7.4% | -29.2% | -25.0% |
| 7D | -22.2% | +5.8% | -28.1% | -24.9% |
| 30D | -38.3% | -18.5% | -19.8% | -33.2% |
| 3M | -59.4% | -30.0% | -29.4% | -53.2% |
| 6M | -74.4% | -56.2% | -18.2% | -64.7% |
| YTD | -76.0% | -26.4% | -49.6% | -75.4% |
| 1Y | -78.7% | -42.2% | -36.4% | -75.8% |
| 3Y | -30.0% | -76.8% | +46.8% | -23.2% |
| All | -93.6% | -96.4% | +2.8% | -75.0% |
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 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