+4,768.3%
PH vs PLUG
-98.6%
+4,867.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.4% |
| 7D | -3.1% | -0.9% | -2.2% | -3.0% |
| 30D | -3.2% | +3.3% | -6.6% | -3.6% |
| 3M | +10.6% | -39.7% | +50.3% | +15.0% |
| 6M | -2.1% | -12.5% | +10.4% | -2.2% |
| YTD | +10.2% | +10.2% | 0.0% | +7.0% |
| 1Y | +28.2% | +50.7% | -22.5% | +18.8% |
| 3Y | +134.9% | -74.5% | +209.4% | +131.5% |
| 5Y | +253.6% | -91.8% | +345.4% | +270.2% |
| 10Y | +804.7% | +43.7% | +761.0% | +564.8% |
| All | +4,768.3% | -98.6% | +4,867.0% | +3,288.7% |
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