+5,902.4%
PGR vs PLUG
-99.3%
+6,001.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -10.5% | +10.6% | +0.6% |
| 7D | +3.5% | -23.4% | +27.0% | +4.6% |
| 30D | +10.5% | -23.4% | +33.9% | +11.6% |
| 3M | +12.9% | -51.7% | +64.7% | +16.2% |
| 6M | +20.4% | -72.0% | +92.4% | +26.5% |
| YTD | +10.3% | -43.7% | +53.9% | +11.3% |
| 1Y | +12.5% | -55.4% | +68.0% | +14.7% |
| 3Y | +59.3% | -68.0% | +127.3% | +55.6% |
| 5Y | +173.9% | -97.4% | +271.3% | +194.7% |
| 10Y | +837.6% | -24.5% | +862.1% | +659.6% |
| All | +5,902.4% | -99.3% | +6,001.7% | +4,090.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling