-9.8%
T vs PLUG
-58.9%
+49.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -10.5% | +10.5% | -0.5% |
| 7D | +2.5% | -23.4% | +26.0% | +1.3% |
| 30D | -3.8% | -23.4% | +19.7% | -4.8% |
| 3M | -8.7% | -51.7% | +43.0% | -11.6% |
| 6M | -8.1% | -72.0% | +63.8% | -12.0% |
| YTD | -6.4% | -43.7% | +37.2% | -8.9% |
| 1Y | -9.8% | -55.4% | +45.7% | -11.7% |
| All | -9.8% | -58.9% | +49.1% | -11.7% |
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