+32.5%
EMR vs PLUG
-48.8%
+81.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.4% | +1.0% | +4.1% |
| 7D | +2.1% | +14.5% | -12.4% | +0.8% |
| 30D | +4.8% | -10.7% | +15.5% | +5.7% |
| 3M | +7.5% | -31.2% | +38.7% | +11.0% |
| 6M | +20.9% | -51.9% | +72.8% | +27.9% |
| YTD | +29.2% | -23.9% | +53.0% | +28.2% |
| All | +32.5% | -48.8% | +81.3% | +35.2% |
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