+471.6%
PBR vs PLUG
+25.0%
+446.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.4% | -4.4% | -1.2% |
| 7D | -13.3% | +14.5% | -27.8% | -14.3% |
| 30D | -27.5% | -10.7% | -16.8% | -27.0% |
| 3M | +5.2% | -31.2% | +36.4% | +7.9% |
| 6M | -6.4% | -51.9% | +45.5% | -1.9% |
| YTD | +61.6% | -23.9% | +85.4% | +61.2% |
| 1Y | +48.9% | -43.4% | +92.3% | +51.6% |
| 3Y | +70.0% | -74.7% | +144.7% | +67.8% |
| 5Y | +469.0% | -96.3% | +565.3% | +557.2% |
| 10Y | +471.6% | +20.0% | +451.6% | +303.4% |
| All | +471.6% | +25.0% | +446.6% | +303.4% |
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