+16.7%
U vs PLUG
-53.4%
+70.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.0% | +6.9% | -0.5% |
| 7D | +24.4% | -3.2% | +27.5% | +24.7% |
| 30D | +7.4% | -18.7% | +26.1% | +11.2% |
| 3M | +16.8% | -35.3% | +52.1% | +25.5% |
| 6M | +78.8% | -56.2% | +135.0% | +102.4% |
| YTD | +14.0% | -30.7% | +44.7% | +13.6% |
| 1Y | +16.7% | -46.7% | +63.4% | +17.5% |
| All | +16.7% | -53.4% | +70.1% | +17.5% |
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