+77.6%
PBR vs PLUG
+53.7%
+23.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.1% | -0.6% | +3.5% |
| 7D | +2.5% | +8.1% | -5.7% | +2.3% |
| 30D | +19.4% | +3.7% | +15.7% | +19.3% |
| 3M | +20.8% | -29.2% | +49.9% | +21.5% |
| 6M | +23.5% | +6.1% | +17.4% | +22.9% |
| YTD | +83.4% | +14.7% | +68.7% | +82.1% |
| 1Y | +77.6% | +56.9% | +20.6% | +80.1% |
| All | +77.6% | +53.7% | +23.8% | +80.1% |
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