+31.0%
EMR vs PLUG
-46.9%
+77.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -2.0% | -6.8% | +4.9% | -1.3% |
| 30D | +2.8% | -16.0% | +18.9% | +4.5% |
| 3M | +2.0% | -38.7% | +40.7% | +6.5% |
| 6M | +20.7% | -61.4% | +82.1% | +30.5% |
| YTD | +27.3% | -31.0% | +58.3% | +27.6% |
| 1Y | +31.0% | -46.2% | +77.2% | +34.9% |
| All | +31.0% | -46.9% | +77.9% | +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