+245.4%
NEE vs PLUG
+56.9%
+188.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.1% | -3.7% | +0.2% |
| 7D | +1.1% | +8.1% | -7.0% | +0.6% |
| 30D | -0.2% | +3.7% | -3.9% | -0.5% |
| 3M | +0.5% | -29.2% | +29.7% | +2.4% |
| 6M | -6.5% | +6.1% | -12.6% | -7.7% |
| YTD | +6.7% | +14.7% | -8.0% | +4.2% |
| 1Y | +23.6% | +56.9% | -33.3% | +16.9% |
| 3Y | +37.1% | -71.6% | +108.7% | +36.1% |
| 5Y | +10.9% | -91.0% | +102.0% | +15.1% |
| 10Y | +245.4% | +55.9% | +189.5% | +210.6% |
| All | +245.4% | +56.9% | +188.4% | +210.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling