-24.6%
KVUE vs PLUG
-75.5%
+50.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.5% | -3.4% |
| 7D | -7.2% | +3.8% | -11.0% | -7.3% |
| 30D | -5.7% | +2.8% | -8.5% | -5.7% |
| 3M | +0.2% | -25.4% | +25.6% | +0.5% |
| 6M | 0.0% | -0.5% | +0.5% | -0.3% |
| YTD | +6.5% | +10.2% | -3.6% | +5.8% |
| 1Y | -1.4% | +53.9% | -55.3% | -2.9% |
| 3Y | -5.6% | -72.7% | +67.1% | -7.6% |
| All | -24.6% | -75.5% | +50.8% | -26.4% |
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