+697.3%
DELL vs PLUG
-73.7%
+771.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +1.3% |
| 7D | +14.9% | -0.9% | +15.8% | +15.0% |
| 30D | +13.3% | +3.3% | +9.9% | +12.9% |
| 3M | +24.4% | -39.7% | +64.1% | +29.0% |
| 6M | +258.0% | -12.5% | +270.5% | +257.9% |
| YTD | +320.2% | +10.2% | +310.0% | +310.1% |
| 1Y | +319.1% | +50.7% | +268.4% | +291.1% |
| All | +697.3% | -73.7% | +771.0% | +661.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling