+33.9%
TER vs PLUG
-48.8%
+82.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +3.4% | +9.3% | +11.8% |
| 7D | -5.8% | +14.5% | -20.3% | -8.9% |
| 30D | -38.9% | -10.7% | -28.2% | -37.1% |
| 3M | -35.1% | -31.2% | -3.9% | -28.9% |
| 6M | -31.6% | -51.9% | +20.4% | -20.9% |
| YTD | +27.2% | -23.9% | +51.1% | +31.8% |
| All | +33.9% | -48.8% | +82.7% | +45.9% |
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