-26.0%
NOW vs PLUG
-96.6%
+70.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -7.5% | +1.6% | -5.2% |
| 7D | -6.7% | -4.9% | -1.7% | -6.2% |
| 30D | -25.8% | -27.4% | +1.6% | -23.7% |
| 3M | -12.7% | -35.7% | +23.0% | -9.4% |
| 6M | +11.2% | -59.3% | +70.6% | +19.3% |
| YTD | -33.2% | -31.5% | -1.7% | -33.0% |
| 1Y | -41.8% | -48.9% | +7.0% | -40.1% |
| 3Y | -15.7% | -79.6% | +64.0% | -12.5% |
| 5Y | -26.0% | -96.5% | +70.4% | +23.3% |
| All | -26.0% | -96.6% | +70.6% | +23.3% |
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 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