-24.7%
STRL vs PLUG
-53.2%
+28.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.7% | +8.3% | +2.6% |
| 7D | -19.8% | -2.8% | -17.0% | -19.1% |
| 30D | -43.6% | -18.5% | -25.1% | -39.6% |
| 3M | -45.2% | -35.1% | -10.1% | -37.2% |
| 6M | -65.7% | -56.1% | -9.6% | -57.3% |
| YTD | -5.4% | -30.5% | +25.0% | +4.0% |
| 1Y | -24.7% | -46.5% | +21.8% | -11.2% |
| All | -24.7% | -53.2% | +28.6% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling