+20.5%
XYZ vs PLUG
-45.5%
+66.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.4% | -5.7% | +1.0% |
| 7D | +12.1% | +5.8% | +6.3% | +11.6% |
| 30D | +12.4% | -18.5% | +30.9% | +14.0% |
| 3M | +8.2% | -30.0% | +38.1% | +10.9% |
| 6M | +20.7% | -56.2% | +76.9% | +27.1% |
| YTD | +31.3% | -26.4% | +57.7% | +34.9% |
| 1Y | +20.5% | -42.2% | +62.7% | +21.4% |
| All | +20.5% | -45.5% | +66.0% | +21.4% |
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 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