+6,296.0%
DE vs PLUG
-99.0%
+6,395.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.4% | -0.5% | +2.7% |
| 7D | +3.5% | +14.5% | -11.0% | +2.4% |
| 30D | +11.3% | -10.7% | +22.0% | +12.1% |
| 3M | +11.6% | -31.2% | +42.8% | +14.5% |
| 6M | +20.9% | -51.9% | +72.8% | +26.5% |
| YTD | +49.7% | -23.9% | +73.5% | +49.5% |
| 1Y | +49.5% | -43.4% | +92.9% | +52.3% |
| 3Y | +94.7% | -74.7% | +169.4% | +92.0% |
| 5Y | +107.4% | -96.3% | +203.7% | +128.9% |
| 10Y | +793.2% | +20.0% | +773.2% | +579.2% |
| All | +6,296.0% | -99.0% | +6,395.1% | +4,310.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling