+47.0%
DOW vs PLUG
-48.8%
+95.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.4% | -4.8% | -1.5% |
| 7D | -9.4% | +14.5% | -23.9% | -9.9% |
| 30D | +8.9% | -10.7% | +19.7% | +9.5% |
| 3M | +6.7% | -31.2% | +37.9% | +8.6% |
| 6M | -14.2% | -51.9% | +37.7% | -11.0% |
| YTD | +36.9% | -23.9% | +60.8% | +34.2% |
| All | +47.0% | -48.8% | +95.8% | +48.0% |
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