+58.1%
DHI vs PLUG
-97.5%
+155.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -10.5% | +11.2% | +1.8% |
| 7D | -4.1% | -23.4% | +19.4% | -1.7% |
| 30D | +9.3% | -23.4% | +32.7% | +11.8% |
| 3M | -2.6% | -51.7% | +49.2% | +4.1% |
| 6M | +4.1% | -72.0% | +76.1% | +16.5% |
| YTD | +2.3% | -43.7% | +46.0% | +4.8% |
| 1Y | +2.7% | -55.4% | +58.2% | +7.6% |
| 3Y | +23.2% | -68.0% | +91.2% | +18.4% |
| All | +58.1% | -97.5% | +155.6% | +116.6% |
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