+4,062.5%
DELL vs PLUG
+56.9%
+4,005.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.1% | -2.3% | +1.5% |
| 7D | +25.6% | +8.1% | +17.5% | +24.7% |
| 30D | +17.7% | +3.7% | +14.0% | +17.2% |
| 3M | +33.4% | -29.2% | +62.6% | +37.7% |
| 6M | +266.2% | +6.1% | +260.1% | +260.3% |
| YTD | +328.0% | +14.7% | +313.3% | +314.1% |
| 1Y | +339.6% | +56.9% | +282.6% | +304.2% |
| 3Y | +694.6% | -71.6% | +766.2% | +680.9% |
| 5Y | +1,122.0% | -91.0% | +1,213.0% | +1,186.6% |
| 10Y | +4,062.5% | +55.9% | +4,006.6% | +3,163.5% |
| All | +4,062.5% | +56.9% | +4,005.5% | +3,163.5% |
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 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