-21.8%
PCG vs PLUG
-51.0%
+29.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.8% | +7.8% | -0.9% |
| 7D | -2.0% | -8.1% | +6.2% | -1.9% |
| 30D | -2.7% | -20.5% | +17.8% | -2.4% |
| 3M | -25.1% | -45.9% | +20.8% | -24.5% |
| 6M | -22.3% | -65.2% | +42.9% | -21.9% |
| YTD | -18.5% | -37.1% | +18.6% | -17.9% |
| 1Y | -21.8% | -54.6% | +32.7% | -21.3% |
| All | -21.8% | -51.0% | +29.2% | -21.3% |
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