+29.2%
TPR vs PLUG
-51.2%
+80.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.2% | +8.7% | -0.5% |
| 7D | -1.1% | -8.5% | +7.4% | -1.1% |
| 30D | +15.1% | -20.8% | +35.9% | +15.2% |
| 3M | -13.4% | -46.1% | +32.7% | -13.1% |
| 6M | +1.4% | -65.3% | +66.7% | +2.9% |
| YTD | +4.8% | -37.3% | +42.1% | +4.1% |
| 1Y | +29.2% | -54.8% | +84.0% | +30.8% |
| All | +29.2% | -51.2% | +80.4% | +30.8% |
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