-42.1%
PLUG vs CHD
+30.9%
-73.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +4.6% |
| 7D | +2.8% | +6.9% | -4.1% | +5.7% |
| 30D | -22.8% | +17.1% | -39.9% | -17.7% |
| 3M | -32.4% | +9.1% | -41.5% | -29.6% |
| 6M | -53.4% | +21.4% | -74.7% | -49.8% |
| YTD | -25.9% | +34.9% | -60.8% | -26.1% |
| 1Y | -42.1% | +31.0% | -73.1% | -40.3% |
| All | -42.1% | +30.9% | -73.0% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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