+22.1%
DVN vs PLUG
-96.4%
+118.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.4% | -3.0% | +0.2% |
| 7D | -12.8% | +14.5% | -27.3% | -13.7% |
| 30D | -12.1% | -10.7% | -1.4% | -11.6% |
| 3M | -0.7% | -31.2% | +30.5% | +1.6% |
| 6M | -5.8% | -51.9% | +46.2% | -1.6% |
| YTD | +17.9% | -23.9% | +41.8% | +17.4% |
| 1Y | +29.0% | -43.4% | +72.4% | +31.1% |
| 3Y | +6.0% | -74.7% | +80.7% | +5.0% |
| 5Y | +22.1% | -96.3% | +118.4% | +58.4% |
| All | +22.1% | -96.4% | +118.5% | +58.4% |
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