-35.6%
DOCN vs PLUG
-96.4%
+60.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +7.4% | -4.9% | +0.6% |
| 7D | -19.2% | +5.8% | -25.0% | -20.3% |
| 30D | -43.1% | -18.5% | -24.5% | -39.9% |
| 3M | -40.7% | -30.0% | -10.8% | -35.1% |
| 6M | -55.0% | -56.2% | +1.2% | -45.5% |
| YTD | +50.6% | -26.4% | +77.0% | +55.9% |
| 1Y | +54.0% | -42.2% | +96.2% | +67.4% |
| 3Y | +203.9% | -76.8% | +280.7% | +216.9% |
| All | -35.6% | -96.4% | +60.8% | +114.9% |
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 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