+22,896.7%
STRL vs PLUG
-99.1%
+22,995.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -7.5% | -6.3% | -13.3% |
| 7D | -34.6% | -4.9% | -29.7% | -34.4% |
| 30D | -56.7% | -27.4% | -29.2% | -55.6% |
| 3M | -54.4% | -35.7% | -18.7% | -52.9% |
| 6M | -69.7% | -59.3% | -10.3% | -67.7% |
| YTD | -20.2% | -31.5% | +11.3% | -18.5% |
| 1Y | -40.6% | -48.9% | +8.3% | -38.2% |
| 3Y | +221.7% | -79.6% | +301.3% | +229.7% |
| 5Y | +799.0% | -96.5% | +895.5% | +900.5% |
| 10Y | +3,451.5% | -4.9% | +3,456.4% | +3,005.1% |
| All | +22,896.7% | -99.1% | +22,995.8% | +18,643.5% |
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