+339.6%
DELL vs PLUG
+53.7%
+285.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.1% | -2.3% | +1.5% |
| 7D | +25.6% | +8.1% | +17.5% | +24.8% |
| 30D | +17.7% | +3.7% | +14.0% | +17.3% |
| 3M | +33.4% | -29.2% | +62.6% | +35.1% |
| 6M | +266.2% | +6.1% | +260.1% | +259.2% |
| YTD | +328.0% | +14.7% | +313.3% | +316.5% |
| 1Y | +339.6% | +56.9% | +282.6% | +322.3% |
| All | +339.6% | +53.7% | +285.8% | +322.3% |
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