-54.0%
W vs PLUG
-96.6%
+42.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -7.5% | -0.7% | -5.7% |
| 7D | -5.6% | -4.9% | -0.7% | -4.0% |
| 30D | +7.5% | -27.4% | +34.9% | +19.4% |
| 3M | +5.4% | -35.7% | +41.1% | +21.4% |
| 6M | +79.4% | -59.3% | +138.7% | +133.5% |
| YTD | +12.9% | -31.5% | +44.4% | +17.0% |
| 1Y | +12.4% | -48.9% | +61.3% | +26.8% |
| 3Y | +128.5% | -79.6% | +208.1% | +145.8% |
| 5Y | -54.0% | -96.5% | +42.5% | +36.9% |
| All | -54.0% | -96.6% | +42.7% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling