+119.6%
DVN vs PLUG
-91.6%
+211.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.1% | -3.4% | +0.4% |
| 7D | -1.3% | +8.1% | -9.5% | -1.9% |
| 30D | +12.6% | +3.7% | +8.9% | +12.2% |
| 3M | +8.1% | -29.2% | +37.3% | +10.5% |
| 6M | +10.2% | +6.1% | +4.1% | +8.3% |
| YTD | +33.8% | +14.7% | +19.0% | +29.7% |
| 1Y | +43.9% | +56.9% | -13.1% | +33.1% |
| 3Y | +1.7% | -71.6% | +73.3% | +2.1% |
| 5Y | +119.6% | -91.0% | +210.7% | +159.8% |
| All | +119.6% | -91.6% | +211.2% | +159.8% |
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 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