+21.6%
DHI vs PLUG
-72.9%
+94.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +0.5% |
| 7D | -2.3% | +3.8% | -6.2% | -2.6% |
| 30D | -5.3% | +2.8% | -8.1% | -5.5% |
| 3M | -7.8% | -25.4% | +17.7% | -6.4% |
| 6M | -5.4% | -0.5% | -4.9% | -6.2% |
| YTD | -2.7% | +10.2% | -12.8% | -4.7% |
| 1Y | -21.0% | +53.9% | -74.9% | -25.2% |
| All | +21.6% | -72.9% | +94.5% | +23.7% |
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