-91.9%
PLUG vs CHD
+23.9%
-115.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.9% | +2.8% |
| 7D | -0.9% | -2.7% | +1.8% | -1.1% |
| 30D | +3.3% | -4.6% | +8.0% | +3.1% |
| 3M | -39.7% | +5.0% | -44.7% | -39.6% |
| 6M | -12.5% | -3.2% | -9.3% | -12.2% |
| YTD | +10.2% | +18.6% | -8.5% | +10.1% |
| 1Y | +50.7% | +4.8% | +45.9% | +51.0% |
| 3Y | -74.5% | +6.1% | -80.6% | -75.1% |
| All | -91.9% | +23.9% | -115.8% | -92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling