+63.4%
DHI vs PLUG
-91.5%
+154.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +0.7% |
| 7D | -2.3% | +3.8% | -6.2% | -2.7% |
| 30D | -5.3% | +2.8% | -8.1% | -5.6% |
| 3M | -7.8% | -25.4% | +17.7% | -5.5% |
| 6M | -5.4% | -0.5% | -4.9% | -6.8% |
| YTD | -2.7% | +10.2% | -12.8% | -6.2% |
| 1Y | -21.0% | +53.9% | -74.9% | -28.4% |
| 3Y | +22.2% | -72.7% | +94.9% | +24.7% |
| All | +63.4% | -91.5% | +154.9% | +90.4% |
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