-42.1%
PLUG vs KEY
+29.6%
-71.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +2.8% |
| 7D | +2.8% | +1.7% | +1.2% | +1.9% |
| 30D | -22.8% | +6.8% | -29.5% | -25.3% |
| 3M | -32.4% | -5.8% | -26.6% | -30.7% |
| 6M | -53.4% | +1.4% | -54.8% | -54.6% |
| YTD | -25.9% | +7.5% | -33.4% | -32.1% |
| 1Y | -42.1% | +29.6% | -71.7% | -56.2% |
| All | -42.1% | +29.6% | -71.7% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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