+12.5%
UAL vs PLUG
-58.9%
+71.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -10.5% | +8.7% | -0.1% |
| 7D | -3.0% | -23.4% | +20.4% | +1.0% |
| 30D | +10.5% | -23.4% | +33.9% | +15.0% |
| 3M | -13.5% | -51.7% | +38.3% | -4.4% |
| 6M | +14.2% | -72.0% | +86.2% | +33.9% |
| YTD | -2.2% | -43.7% | +41.4% | -1.6% |
| 1Y | +12.5% | -55.4% | +67.9% | +21.2% |
| All | +12.5% | -58.9% | +71.4% | +21.2% |
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