+19.8%
U vs PLUG
-47.1%
+66.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.2% |
| 7D | +16.9% | -7.2% | +24.1% | +18.2% |
| 30D | +6.4% | -16.4% | +22.7% | +9.6% |
| 3M | +13.2% | -39.0% | +52.1% | +22.8% |
| 6M | +84.8% | -61.5% | +146.3% | +115.1% |
| YTD | +12.4% | -31.2% | +43.6% | +12.4% |
| 1Y | +19.8% | -46.4% | +66.2% | +20.7% |
| All | +19.8% | -47.1% | +66.9% | +20.7% |
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