+4,722.5%
DHR vs PLUG
-99.1%
+4,821.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.4% | -5.7% | +1.3% |
| 7D | -0.9% | +5.8% | -6.7% | -1.2% |
| 30D | +5.4% | -18.5% | +23.9% | +6.6% |
| 3M | +15.3% | -30.0% | +45.3% | +17.5% |
| 6M | +32.1% | -56.2% | +88.3% | +37.5% |
| YTD | +1.2% | -26.4% | +27.6% | +1.3% |
| 1Y | +10.1% | -42.2% | +52.3% | +11.5% |
| 3Y | +19.9% | -76.8% | +96.7% | +19.6% |
| 5Y | -8.8% | -96.2% | +87.4% | -1.9% |
| 10Y | +255.3% | +2.1% | +253.2% | +195.7% |
| All | +4,722.5% | -99.1% | +4,821.6% | +4,048.8% |
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