+99.2%
DE vs PLUG
-91.8%
+191.0%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -3.0% | -0.3% |
| 7D | +10.0% | -0.9% | +10.9% | +10.1% |
| 30D | +13.3% | +3.3% | +10.0% | +13.0% |
| 3M | +17.5% | -39.7% | +57.2% | +21.1% |
| 6M | +13.6% | -12.5% | +26.1% | +13.3% |
| YTD | +49.8% | +10.2% | +39.6% | +46.1% |
| 1Y | +47.9% | +50.7% | -2.8% | +37.8% |
| 3Y | +72.5% | -74.5% | +147.0% | +75.0% |
| All | +99.2% | -91.8% | +191.0% | +118.9% |
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