+503.6%
DIS vs PLUG
-99.1%
+602.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.5% | +0.6% | +3.9% |
| 7D | +9.1% | +2.8% | +6.3% | +8.9% |
| 30D | +14.8% | -22.8% | +37.6% | +16.7% |
| 3M | +21.2% | -32.4% | +53.6% | +24.1% |
| 6M | +18.3% | -53.4% | +71.7% | +23.6% |
| YTD | +5.4% | -25.9% | +31.2% | +5.5% |
| 1Y | +8.3% | -42.1% | +50.3% | +10.0% |
| 3Y | +44.2% | -77.9% | +122.2% | +44.0% |
| 5Y | -28.0% | -96.4% | +68.4% | -20.8% |
| 10Y | +39.6% | +2.8% | +36.8% | +10.8% |
| All | +503.6% | -99.1% | +602.6% | +302.9% |
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