+1,112.1%
PSX vs PLUG
+60.7%
+1,051.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.7% | 0.0% |
| 7D | +4.5% | -0.9% | +5.5% | +4.6% |
| 30D | +26.6% | +3.3% | +23.3% | +26.3% |
| 3M | +39.3% | -39.7% | +79.0% | +42.1% |
| 6M | +56.8% | -12.5% | +69.3% | +56.6% |
| YTD | +101.8% | +10.2% | +91.7% | +98.7% |
| 1Y | +99.6% | +50.7% | +48.9% | +91.6% |
| 3Y | +140.3% | -74.5% | +214.8% | +138.2% |
| 5Y | +339.3% | -91.8% | +431.1% | +347.7% |
| 10Y | +369.9% | +43.7% | +326.1% | +315.0% |
| All | +1,112.1% | +60.7% | +1,051.4% | +919.0% |
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