+676.1%
PBR vs PLUG
+48.6%
+627.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +0.8% |
| 7D | +0.3% | +3.8% | -3.5% | 0.0% |
| 30D | +17.5% | +2.8% | +14.7% | +17.1% |
| 3M | +20.9% | -25.4% | +46.3% | +23.3% |
| 6M | +20.2% | -0.5% | +20.7% | +18.8% |
| YTD | +84.3% | +10.2% | +74.1% | +79.1% |
| 1Y | +77.1% | +53.9% | +23.2% | +63.8% |
| 3Y | +100.8% | -72.7% | +173.6% | +98.6% |
| 5Y | +556.1% | -91.4% | +647.5% | +590.8% |
| 10Y | +676.1% | +58.4% | +617.7% | +425.6% |
| All | +676.1% | +48.6% | +627.4% | +425.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling