+23.2%
DHI vs PLUG
-66.9%
+90.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -10.5% | +11.2% | +1.4% |
| 7D | -4.1% | -23.4% | +19.4% | -2.7% |
| 30D | +9.3% | -23.4% | +32.7% | +10.8% |
| 3M | -2.6% | -51.7% | +49.2% | +1.4% |
| 6M | +4.1% | -72.0% | +76.1% | +11.3% |
| YTD | +2.3% | -43.7% | +46.0% | +3.8% |
| 1Y | +2.7% | -55.4% | +58.2% | +5.7% |
| 3Y | +23.2% | -68.0% | +91.2% | +25.5% |
| All | +23.2% | -66.9% | +90.0% | +25.5% |
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 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