+90.4%
KRE vs PLUG
-66.9%
+157.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -10.5% | +10.8% | +0.8% |
| 7D | +0.7% | -23.4% | +24.2% | +2.0% |
| 30D | +6.1% | -23.4% | +29.6% | +7.4% |
| 3M | -5.9% | -51.7% | +45.8% | -2.7% |
| 6M | +9.6% | -72.0% | +81.6% | +16.2% |
| YTD | +14.2% | -43.7% | +57.8% | +15.4% |
| 1Y | +22.5% | -55.4% | +77.9% | +25.2% |
| 3Y | +90.4% | -68.0% | +158.4% | +88.6% |
| All | +90.4% | -66.9% | +157.2% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling