+88.6%
EMR vs PLUG
-96.6%
+185.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -2.0% | -6.8% | +4.9% | -1.5% |
| 30D | +2.8% | -16.0% | +18.9% | +4.1% |
| 3M | +2.0% | -38.7% | +40.7% | +5.6% |
| 6M | +20.7% | -61.4% | +82.1% | +28.8% |
| YTD | +27.3% | -31.0% | +58.3% | +28.6% |
| 1Y | +31.0% | -46.2% | +77.2% | +34.5% |
| 3Y | +103.6% | -61.5% | +165.1% | +96.4% |
| 5Y | +88.6% | -96.9% | +185.4% | +124.8% |
| All | +88.6% | -96.6% | +185.2% | +124.8% |
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