+6,403.1%
NVO vs PLUG
-98.6%
+6,501.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.8% | -2.0% |
| 7D | +2.2% | -0.9% | +3.1% | +2.2% |
| 30D | +6.0% | +3.3% | +2.7% | +5.8% |
| 3M | +7.9% | -39.7% | +47.6% | +10.1% |
| 6M | +27.1% | -12.5% | +39.6% | +26.9% |
| YTD | -3.8% | +10.2% | -14.0% | -5.2% |
| 1Y | -12.8% | +50.7% | -63.5% | -15.9% |
| 3Y | -46.3% | -74.5% | +28.2% | -46.5% |
| 5Y | +3.6% | -91.8% | +95.4% | +5.9% |
| 10Y | +157.0% | +43.7% | +113.3% | +116.9% |
| All | +6,403.1% | -98.6% | +6,501.7% | +4,451.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling