+12.2%
DIS vs PLUG
-58.9%
+71.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -10.5% | +11.1% | +0.7% |
| 7D | +1.9% | -23.4% | +25.3% | +2.2% |
| 30D | +9.2% | -23.4% | +32.6% | +9.4% |
| 3M | +13.5% | -51.7% | +65.3% | +14.1% |
| 6M | +14.3% | -72.0% | +86.3% | +16.0% |
| YTD | +5.4% | -43.7% | +49.0% | +3.9% |
| 1Y | +12.2% | -55.4% | +67.6% | +12.3% |
| All | +12.2% | -58.9% | +71.0% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling