+1,531.6%
EQT vs PLUG
-98.6%
+1,630.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.0% |
| 7D | +1.1% | -0.9% | +2.0% | +1.2% |
| 30D | +7.7% | +3.3% | +4.4% | +7.3% |
| 3M | +0.2% | -39.7% | +39.9% | +3.5% |
| 6M | -9.5% | -12.5% | +3.0% | -9.7% |
| YTD | +3.8% | +10.2% | -6.3% | +1.1% |
| 1Y | +7.8% | +50.7% | -42.9% | +1.1% |
| 3Y | +30.1% | -74.5% | +104.6% | +28.6% |
| 5Y | +188.6% | -91.8% | +280.4% | +199.2% |
| 10Y | +54.6% | +43.7% | +10.9% | +19.4% |
| All | +1,531.6% | -98.6% | +1,630.2% | +1,028.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling