+3.6%
DUK vs PLUG
+50.7%
-47.1%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.7% |
| 7D | -0.1% | +3.8% | -3.9% | 0.0% |
| 30D | +0.2% | +2.8% | -2.6% | +0.3% |
| 3M | -1.9% | -25.4% | +23.5% | -2.2% |
| 6M | -6.5% | -0.5% | -6.1% | -6.6% |
| YTD | +5.4% | +10.2% | -4.7% | +5.3% |
| 1Y | +3.6% | +53.9% | -50.3% | +2.8% |
| All | +3.6% | +50.7% | -47.1% | +2.8% |
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