-10.6%
PATH vs PLUG
-47.3%
+36.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.5% | +3.8% | -2.9% |
| 7D | -5.6% | -4.9% | -0.7% | -5.1% |
| 30D | -0.7% | -27.4% | +26.7% | +2.2% |
| 3M | -5.9% | -35.7% | +29.9% | -2.2% |
| 6M | +21.6% | -59.3% | +80.9% | +30.7% |
| YTD | -20.6% | -31.5% | +10.8% | -23.7% |
| 1Y | -10.6% | -48.9% | +38.3% | -9.5% |
| All | -10.6% | -47.3% | +36.7% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling