+51.9%
DOW vs PLUG
-44.1%
+96.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.5% | -6.8% | -3.4% |
| 7D | -4.2% | +2.8% | -7.0% | -4.3% |
| 30D | +14.7% | -22.8% | +37.4% | +16.1% |
| 3M | +9.1% | -32.4% | +41.5% | +11.1% |
| 6M | -17.7% | -53.4% | +35.7% | -14.3% |
| YTD | +44.6% | -25.9% | +70.5% | +41.7% |
| 1Y | +51.9% | -42.1% | +94.0% | +52.8% |
| All | +51.9% | -44.1% | +96.0% | +52.8% |
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 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