+20.0%
PLUG vs DOV
+361.0%
-341.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.5% | -1.0% | -0.6% |
| 7D | +14.5% | -1.4% | +15.9% | +16.0% |
| 30D | -10.7% | +12.8% | -23.5% | -20.2% |
| 3M | -31.2% | +1.1% | -32.3% | -32.3% |
| 6M | -51.9% | -2.6% | -49.3% | -51.9% |
| YTD | -23.9% | +9.9% | -33.8% | -32.5% |
| 1Y | -43.4% | +19.3% | -62.7% | -53.6% |
| 3Y | -74.7% | +68.4% | -143.1% | -85.4% |
| 5Y | -96.3% | +29.1% | -125.5% | -97.2% |
| 10Y | +20.0% | +340.2% | -320.2% | -59.1% |
| All | +20.0% | +361.0% | -341.0% | -59.1% |
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