+166.6%
DELL vs PLUG
-51.2%
+217.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.2% | +8.5% | +1.1% |
| 7D | +17.1% | -8.5% | +25.6% | +19.0% |
| 30D | -35.1% | -20.8% | -14.2% | -32.2% |
| 3M | -23.3% | -46.1% | +22.8% | -15.7% |
| 6M | +55.8% | -65.3% | +121.1% | +73.4% |
| YTD | +198.0% | -37.3% | +235.3% | +209.5% |
| 1Y | +166.6% | -54.8% | +221.3% | +203.5% |
| All | +166.6% | -51.2% | +217.8% | +203.5% |
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 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