-68.0%
PLUG vs DOV
+65.5%
-133.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.2% | -10.7% | -10.7% |
| 7D | -23.4% | +3.0% | -26.4% | -25.1% |
| 30D | -23.4% | +8.6% | -32.0% | -28.2% |
| 3M | -51.7% | +1.9% | -53.6% | -52.5% |
| 6M | -72.0% | -1.7% | -70.3% | -72.1% |
| YTD | -43.7% | +8.3% | -52.0% | -49.3% |
| 1Y | -55.4% | +16.6% | -72.0% | -62.6% |
| 3Y | -68.0% | +65.1% | -133.1% | -92.9% |
| All | -68.0% | +65.5% | -133.6% | -92.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling