+27.5%
UAL vs PLUG
-44.1%
+71.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.5% | +4.4% | +7.4% |
| 7D | +11.9% | +2.8% | +9.1% | +11.4% |
| 30D | +5.2% | -22.8% | +28.0% | +9.3% |
| 3M | -12.7% | -32.4% | +19.7% | -7.7% |
| 6M | +28.5% | -53.4% | +81.9% | +41.4% |
| YTD | +3.5% | -25.9% | +29.4% | -0.8% |
| 1Y | +27.5% | -42.1% | +69.6% | +32.8% |
| All | +27.5% | -44.1% | +71.6% | +32.8% |
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