+157.4%
DUK vs PLUG
+9.6%
+147.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.7% | +9.3% | +0.8% |
| 7D | +1.9% | -2.8% | +4.8% | +1.9% |
| 30D | +10.5% | -18.5% | +29.0% | +10.9% |
| 3M | +7.3% | -35.1% | +42.4% | +8.0% |
| 6M | +5.7% | -56.1% | +61.7% | +6.9% |
| YTD | +12.9% | -30.5% | +43.3% | +12.9% |
| 1Y | +8.6% | -46.5% | +55.1% | +9.1% |
| 3Y | +63.5% | -61.2% | +124.7% | +61.6% |
| 5Y | +52.4% | -96.6% | +148.9% | +58.0% |
| 10Y | +157.4% | +1.5% | +156.0% | +124.7% |
| All | +157.4% | +9.6% | +147.8% | +124.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling