+6.8%
NOW vs PLUG
-91.8%
+98.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.8% | -3.2% |
| 7D | -2.4% | -0.9% | -1.5% | -2.3% |
| 30D | +20.5% | +3.3% | +17.2% | +20.1% |
| 3M | +18.3% | -39.7% | +58.1% | +23.5% |
| 6M | +24.1% | -12.5% | +36.6% | +23.4% |
| YTD | -7.8% | +10.2% | -17.9% | -11.2% |
| 1Y | -21.4% | +50.7% | -72.1% | -28.6% |
| 3Y | +19.5% | -74.5% | +94.0% | +25.7% |
| All | +6.8% | -91.8% | +98.7% | +48.6% |
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 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