-37.4%
DOW vs PLUG
-91.8%
+54.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.9% | -3.3% |
| 7D | -2.4% | -0.9% | -1.5% | -2.3% |
| 30D | +0.4% | +3.3% | -3.0% | -0.1% |
| 3M | -14.4% | -39.7% | +25.3% | -11.0% |
| 6M | -7.0% | -12.5% | +5.5% | -7.2% |
| YTD | +30.2% | +10.2% | +20.0% | +26.3% |
| 1Y | +29.2% | +50.7% | -21.5% | +19.6% |
| 3Y | -36.7% | -74.5% | +37.8% | -37.0% |
| All | -37.4% | -91.8% | +54.4% | -33.9% |
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