-7.8%
PLUG vs DRI
+339.9%
-347.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | -7.2% | -0.7% | -6.5% | -6.8% |
| 30D | -16.4% | +14.7% | -31.1% | -21.9% |
| 3M | -39.0% | +5.4% | -44.4% | -41.0% |
| 6M | -61.5% | +18.8% | -80.3% | -65.4% |
| YTD | -31.2% | +28.4% | -59.6% | -40.9% |
| 1Y | -46.4% | +37.7% | -84.1% | -55.5% |
| 3Y | -61.6% | +68.0% | -129.6% | -71.9% |
| 5Y | -96.9% | +78.8% | -175.7% | -97.8% |
| 10Y | -7.8% | +334.2% | -342.0% | -58.7% |
| All | -7.8% | +339.9% | -347.7% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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