+6,056.2%
DHI vs PLUG
-98.6%
+6,154.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -4.0% | -1.4% |
| 7D | -3.1% | -0.9% | -2.2% | -3.1% |
| 30D | -5.5% | +3.3% | -8.8% | -5.8% |
| 3M | -2.2% | -39.7% | +37.5% | +1.9% |
| 6M | -6.0% | -12.5% | +6.5% | -6.0% |
| YTD | 0.0% | +10.2% | -10.2% | -3.2% |
| 1Y | -18.2% | +50.7% | -68.9% | -24.6% |
| 3Y | +22.5% | -74.5% | +97.0% | +21.0% |
| 5Y | +58.4% | -91.8% | +150.1% | +67.1% |
| 10Y | +405.2% | +43.7% | +361.5% | +263.2% |
| All | +6,056.2% | -98.6% | +6,154.8% | +4,027.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling