+89.6%
DE vs PLUG
-66.9%
+156.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -10.5% | +9.7% | -0.4% |
| 7D | +0.3% | -23.4% | +23.7% | +1.3% |
| 30D | +3.6% | -23.4% | +27.0% | +4.6% |
| 3M | +10.2% | -51.7% | +62.0% | +13.2% |
| 6M | +16.6% | -72.0% | +88.5% | +22.0% |
| YTD | +45.8% | -43.7% | +89.5% | +47.1% |
| 1Y | +43.9% | -55.4% | +99.3% | +46.5% |
| 3Y | +89.6% | -68.0% | +157.6% | +87.5% |
| All | +89.6% | -66.9% | +156.5% | +87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling