-14.0%
NVO vs PLUG
+50.7%
-64.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -1.0% |
| 7D | -4.7% | +3.8% | -8.6% | -5.1% |
| 30D | -5.4% | +2.8% | -8.3% | -5.8% |
| 3M | +7.0% | -25.4% | +32.4% | +9.5% |
| 6M | +17.6% | -0.5% | +18.1% | +14.1% |
| YTD | -8.0% | +10.2% | -18.2% | -12.6% |
| All | -14.0% | +50.7% | -64.6% | -21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling