+199.8%
TER vs PLUG
+45.6%
+154.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.8% | +2.6% | +4.9% |
| 7D | +0.6% | -0.9% | +1.5% | +0.8% |
| 30D | -8.3% | +3.3% | -11.6% | -8.9% |
| 3M | -12.2% | -39.7% | +27.5% | -5.2% |
| 6M | +17.0% | -12.5% | +29.5% | +17.3% |
| YTD | +84.6% | +10.2% | +74.4% | +76.6% |
| 1Y | +199.8% | +50.7% | +149.1% | +157.2% |
| All | +199.8% | +45.6% | +154.2% | +157.2% |
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