+143.3%
DELL vs PLUG
-44.1%
+187.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.5% | -12.4% | -9.4% |
| 7D | -24.6% | +2.8% | -27.4% | -24.9% |
| 30D | -32.5% | -22.8% | -9.7% | -30.0% |
| 3M | -20.2% | -32.4% | +12.2% | -15.8% |
| 6M | +76.5% | -53.4% | +129.8% | +88.6% |
| YTD | +198.9% | -25.9% | +224.8% | +200.5% |
| 1Y | +143.3% | -42.1% | +185.4% | +159.0% |
| All | +143.3% | -44.1% | +187.4% | +159.0% |
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