+15.1%
PLUG vs DOV
+342.9%
-327.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.6% | +6.8% | +6.8% |
| 7D | +5.8% | -1.9% | +7.7% | +7.4% |
| 30D | -18.5% | +8.3% | -26.8% | -24.4% |
| 3M | -30.0% | -3.1% | -26.9% | -28.4% |
| 6M | -56.2% | -9.8% | -46.4% | -52.9% |
| YTD | -26.4% | +5.2% | -31.6% | -32.1% |
| 1Y | -42.2% | +15.3% | -57.6% | -51.1% |
| 3Y | -76.8% | +58.8% | -135.6% | -85.8% |
| 5Y | -96.2% | +26.6% | -122.8% | -97.0% |
| All | +15.1% | +342.9% | -327.8% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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