+3,309.9%
V vs PLUG
-95.4%
+3,405.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -7.5% | +4.3% | -2.7% |
| 7D | +2.9% | -4.9% | +7.9% | +3.2% |
| 30D | +14.0% | -27.4% | +41.4% | +16.1% |
| 3M | +14.9% | -35.7% | +50.6% | +17.7% |
| 6M | +31.7% | -59.3% | +91.1% | +38.0% |
| YTD | +21.2% | -31.5% | +52.7% | +21.9% |
| 1Y | +25.3% | -48.9% | +74.1% | +28.0% |
| 3Y | +77.5% | -79.6% | +157.1% | +77.8% |
| 5Y | +102.6% | -96.5% | +199.1% | +120.9% |
| 10Y | +464.3% | -4.9% | +469.3% | +348.4% |
| All | +3,309.9% | -95.4% | +3,405.3% | +2,443.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling