+852.9%
DE vs PLUG
+56.9%
+795.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.1% | -6.0% | -2.2% |
| 7D | +0.7% | +8.1% | -7.4% | +0.1% |
| 30D | +9.6% | +3.7% | +6.0% | +9.2% |
| 3M | +19.0% | -29.2% | +48.1% | +21.7% |
| 6M | +16.1% | +6.1% | +10.0% | +14.0% |
| YTD | +47.0% | +14.7% | +32.3% | +42.4% |
| 1Y | +43.1% | +56.9% | -13.8% | +32.2% |
| 3Y | +77.5% | -71.6% | +149.1% | +74.5% |
| 5Y | +96.4% | -91.0% | +187.4% | +105.7% |
| 10Y | +852.9% | +55.9% | +797.0% | +653.1% |
| All | +852.9% | +56.9% | +795.9% | +653.1% |
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