+58.4%
PLUG vs DKS
+197.0%
-138.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.3% |
| 7D | +3.8% | -2.9% | +6.7% | +4.9% |
| 30D | +2.8% | -37.7% | +40.6% | +20.7% |
| 3M | -25.4% | -38.9% | +13.5% | -12.4% |
| 6M | -0.5% | -31.1% | +30.6% | +9.1% |
| YTD | +10.2% | -31.8% | +42.0% | +20.9% |
| 1Y | +53.9% | -38.0% | +91.9% | +78.1% |
| 3Y | -72.7% | +28.6% | -101.4% | -76.9% |
| 5Y | -91.4% | +12.5% | -103.9% | -92.6% |
| 10Y | +58.4% | +198.3% | -139.9% | -8.0% |
| All | +58.4% | +197.0% | -138.6% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 10y: compounded portfolio wealth divided by compounded DKS 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…
10y analysis · Full analysis span regression · 6 months rolling