+2,622.7%
NVDL vs PLUG
-85.3%
+2,708.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | -1.2% |
| 7D | -0.8% | +3.8% | -4.7% | -1.4% |
| 30D | +3.4% | +2.8% | +0.6% | +3.1% |
| 3M | +8.1% | -25.4% | +33.5% | +12.7% |
| 6M | +31.9% | -0.5% | +32.3% | +31.1% |
| YTD | +21.1% | +10.2% | +11.0% | +17.7% |
| 1Y | +34.0% | +53.9% | -19.9% | +20.2% |
| 3Y | +677.9% | -72.7% | +750.7% | +711.1% |
| All | +2,622.7% | -85.3% | +2,708.1% | +3,447.3% |
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