+2,655.3%
DELL vs PLUG
+25.0%
+2,630.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.4% | +2.0% | +5.1% |
| 7D | -11.8% | +14.5% | -26.3% | -13.0% |
| 30D | -40.8% | -10.7% | -30.1% | -40.1% |
| 3M | -23.6% | -31.2% | +7.6% | -20.7% |
| 6M | +33.4% | -51.9% | +85.3% | +42.4% |
| YTD | +178.0% | -23.9% | +201.9% | +180.2% |
| 1Y | +138.6% | -43.4% | +182.0% | +146.9% |
| 3Y | +400.9% | -74.7% | +475.6% | +399.6% |
| 5Y | +580.7% | -96.3% | +677.0% | +682.5% |
| 10Y | +2,655.3% | +20.0% | +2,635.3% | +2,194.2% |
| All | +2,655.3% | +25.0% | +2,630.3% | +2,194.2% |
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