+552.2%
DELL vs PLUG
-96.4%
+648.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +7.4% | -3.7% | +2.8% |
| 7D | -22.6% | +5.8% | -28.4% | -23.0% |
| 30D | -43.2% | -18.5% | -24.6% | -41.8% |
| 3M | -24.8% | -30.0% | +5.1% | -21.8% |
| 6M | +38.0% | -56.2% | +94.2% | +49.6% |
| YTD | +163.7% | -26.4% | +190.1% | +167.0% |
| 1Y | +122.5% | -42.2% | +164.8% | +130.5% |
| 3Y | +377.0% | -76.8% | +453.8% | +383.2% |
| All | +552.2% | -96.4% | +648.6% | +701.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling