+775.3%
DUK vs PLUG
-99.0%
+874.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.2% | +0.2% |
| 7D | -0.2% | +14.5% | -14.7% | -0.6% |
| 30D | +9.8% | -10.7% | +20.5% | +10.1% |
| 3M | +3.5% | -31.2% | +34.7% | +4.5% |
| 6M | +5.0% | -51.9% | +56.9% | +6.8% |
| YTD | +12.2% | -23.9% | +36.0% | +12.0% |
| 1Y | +7.2% | -43.4% | +50.6% | +7.9% |
| 3Y | +63.0% | -74.7% | +137.7% | +62.1% |
| 5Y | +52.3% | -96.3% | +148.6% | +58.1% |
| 10Y | +148.5% | +20.0% | +128.5% | +117.5% |
| All | +775.3% | -99.0% | +874.4% | +544.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling