0.0%
W vs PLUG
-53.4%
+53.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.0% | +5.3% | -2.1% |
| 7D | +1.1% | -3.2% | +4.3% | +1.7% |
| 30D | +6.4% | -18.7% | +25.2% | +10.0% |
| 3M | +9.0% | -35.3% | +44.3% | +16.4% |
| 6M | +69.8% | -56.2% | +126.1% | +88.5% |
| YTD | +12.1% | -30.7% | +42.8% | +15.1% |
| 1Y | 0.0% | -46.7% | +46.7% | +2.5% |
| All | 0.0% | -53.4% | +53.4% | +2.5% |
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