+243.6%
W vs PLUG
+25.0%
+218.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.4% | +1.1% | +3.7% |
| 7D | +3.3% | +14.5% | -11.2% | -0.5% |
| 30D | +10.5% | -10.7% | +21.2% | +13.8% |
| 3M | +9.6% | -31.2% | +40.8% | +20.6% |
| 6M | +76.4% | -51.9% | +128.3% | +108.9% |
| YTD | +16.4% | -23.9% | +40.3% | +17.3% |
| 1Y | +9.3% | -43.4% | +52.7% | +17.9% |
| 3Y | +172.8% | -74.7% | +247.5% | +172.4% |
| 5Y | -53.4% | -96.3% | +43.0% | -21.4% |
| 10Y | +243.6% | +20.0% | +223.6% | +236.4% |
| All | +243.6% | +25.0% | +218.6% | +236.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling