+30.9%
EMR vs PLUG
-53.2%
+84.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.7% | +7.5% | -0.3% |
| 7D | +0.7% | -2.8% | +3.5% | +1.0% |
| 30D | +3.5% | -18.5% | +22.0% | +5.4% |
| 3M | +5.9% | -35.1% | +41.0% | +10.1% |
| 6M | +19.4% | -56.1% | +75.5% | +27.5% |
| YTD | +27.7% | -30.5% | +58.1% | +27.8% |
| 1Y | +30.9% | -46.5% | +77.4% | +34.9% |
| All | +30.9% | -53.2% | +84.2% | +34.9% |
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