+78.5%
U vs PLUG
-57.1%
+135.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -7.5% | +22.5% | +16.0% |
| 7D | +24.3% | -4.9% | +29.2% | +24.6% |
| 30D | +8.6% | -27.4% | +36.0% | +12.8% |
| 3M | +37.6% | -35.7% | +73.3% | +44.8% |
| 6M | +78.5% | -59.3% | +137.8% | +91.7% |
| All | +78.5% | -57.1% | +135.6% | +91.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling