-25.8%
PLUG vs DOCU
+107.7%
-133.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -2.0% | -5.6% | -6.7% |
| 7D | -4.9% | -3.2% | -1.7% | -3.6% |
| 30D | -27.4% | +15.7% | -43.1% | -32.1% |
| 3M | -35.7% | +37.3% | -73.0% | -44.7% |
| 6M | -59.3% | +63.1% | -122.5% | -68.6% |
| YTD | -31.5% | +15.4% | -46.9% | -39.4% |
| 1Y | -48.9% | +11.3% | -60.2% | -53.9% |
| 3Y | -79.6% | +92.1% | -171.7% | -87.7% |
| 5Y | -96.5% | -70.5% | -26.0% | -95.5% |
| All | -25.8% | +107.7% | -133.5% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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