+202.4%
EQT vs PLUG
-91.5%
+293.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | -0.7% |
| 7D | -2.0% | +3.8% | -5.8% | -2.2% |
| 30D | +1.0% | +2.8% | -1.8% | +0.8% |
| 3M | +4.0% | -25.4% | +29.4% | +5.6% |
| 6M | -11.7% | -0.5% | -11.2% | -12.7% |
| YTD | +2.8% | +10.2% | -7.3% | +0.2% |
| 1Y | +10.0% | +53.9% | -43.9% | +3.1% |
| 3Y | +34.1% | -72.7% | +106.9% | +37.3% |
| All | +202.4% | -91.5% | +293.9% | +234.1% |
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