+19.2%
PLUG vs DOCU
+80.0%
-60.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +1.3% |
| 7D | -0.9% | +6.9% | -7.8% | -3.8% |
| 30D | +3.3% | +19.0% | -15.7% | -4.6% |
| 3M | -39.7% | +34.3% | -74.0% | -48.2% |
| 6M | -12.5% | +48.0% | -60.5% | -29.5% |
| YTD | +10.2% | 0.0% | +10.1% | +4.6% |
| 1Y | +50.7% | -10.3% | +61.0% | +49.9% |
| 3Y | -74.5% | +32.4% | -106.9% | -81.4% |
| 5Y | -91.8% | -77.9% | -13.8% | -88.1% |
| All | +19.2% | +80.0% | -60.8% | -7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling