-25.7%
PLUG vs ONTO
+658.6%
-684.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.3% | -0.5% |
| 7D | -0.9% | -1.0% | +0.1% | -0.4% |
| 30D | +3.3% | -2.9% | +6.2% | +3.5% |
| 3M | -39.7% | -2.5% | -37.3% | -42.5% |
| 6M | -12.5% | +28.2% | -40.7% | -29.9% |
| YTD | +10.2% | +69.8% | -59.6% | -25.6% |
| 1Y | +50.7% | +162.9% | -112.2% | -20.6% |
| 3Y | -74.5% | +95.9% | -170.4% | -88.1% |
| 5Y | -91.8% | +244.5% | -336.3% | -97.6% |
| All | -25.7% | +658.6% | -684.3% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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