-25.8%
NOW vs PLUG
-96.5%
+70.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.0% | +5.9% | -2.2% |
| 7D | -8.7% | -3.2% | -5.6% | -8.5% |
| 30D | -29.3% | -18.7% | -10.5% | -28.0% |
| 3M | -21.8% | -35.3% | +13.5% | -19.0% |
| 6M | +9.2% | -56.2% | +65.5% | +16.3% |
| YTD | -35.0% | -30.7% | -4.3% | -34.9% |
| 1Y | -42.5% | -46.7% | +4.2% | -41.1% |
| 3Y | -21.5% | -61.3% | +39.8% | -28.1% |
| 5Y | -25.8% | -96.6% | +70.8% | +29.4% |
| All | -25.8% | -96.5% | +70.7% | +29.4% |
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