+42.1%
U vs PLUG
-58.9%
+101.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -10.5% | +15.7% | +7.0% |
| 7D | +2.6% | -23.4% | +26.0% | +7.1% |
| 30D | +27.6% | -23.4% | +51.0% | +32.8% |
| 3M | +15.3% | -51.7% | +67.1% | +29.9% |
| 6M | +96.4% | -72.0% | +168.4% | +141.0% |
| YTD | +19.6% | -43.7% | +63.2% | +23.9% |
| 1Y | +42.1% | -55.4% | +97.5% | +47.1% |
| All | +42.1% | -58.9% | +101.0% | +47.1% |
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