+4,412.8%
PH vs PLUG
-99.1%
+4,511.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.5% | +5.6% | -1.3% |
| 7D | -3.9% | -4.9% | +1.0% | -3.5% |
| 30D | -9.4% | -27.4% | +18.0% | -7.0% |
| 3M | -10.3% | -35.7% | +25.4% | -7.2% |
| 6M | +2.7% | -59.3% | +62.0% | +9.8% |
| YTD | +2.1% | -31.5% | +33.6% | +3.1% |
| 1Y | +16.2% | -48.9% | +65.1% | +19.8% |
| 3Y | +129.3% | -79.6% | +208.9% | +130.0% |
| 5Y | +191.7% | -96.5% | +288.2% | +229.1% |
| 10Y | +759.2% | -4.9% | +764.2% | +554.0% |
| All | +4,412.8% | -99.1% | +4,511.9% | +3,164.6% |
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 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