-2.2%
KVUE vs PLUG
-72.4%
+70.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.1% | -6.0% | -1.9% |
| 7D | -1.9% | +8.1% | -10.1% | -2.0% |
| 30D | -3.3% | +3.7% | -7.0% | -3.4% |
| 3M | +6.0% | -29.2% | +35.1% | +6.5% |
| 6M | +2.3% | +6.1% | -3.8% | +1.8% |
| YTD | +10.3% | +14.7% | -4.4% | +9.4% |
| 1Y | +4.6% | +56.9% | -52.4% | +2.5% |
| 3Y | -2.2% | -71.6% | +69.4% | -3.3% |
| All | -2.2% | -72.4% | +70.2% | -3.3% |
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