+55.9%
PLUG vs DOV
+294.8%
-238.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.0% | +3.2% | +3.3% |
| 7D | +8.1% | +2.5% | +5.6% | +5.8% |
| 30D | +3.7% | -7.5% | +11.2% | +11.0% |
| 3M | -29.2% | -9.7% | -19.5% | -23.4% |
| 6M | +6.1% | -6.1% | +12.2% | +9.6% |
| YTD | +14.7% | +0.5% | +14.2% | +10.9% |
| 1Y | +56.9% | +10.5% | +46.4% | +37.0% |
| 3Y | -71.6% | +41.7% | -113.3% | -80.3% |
| 5Y | -91.0% | +18.4% | -109.5% | -92.6% |
| 10Y | +55.9% | +289.8% | -233.9% | -37.1% |
| All | +55.9% | +294.8% | -238.9% | -37.1% |
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