+20.0%
PLUG vs DRI
+370.8%
-350.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.5% | +1.9% | +2.7% |
| 7D | +14.5% | +3.1% | +11.4% | +12.8% |
| 30D | -10.7% | +16.2% | -27.0% | -17.2% |
| 3M | -31.2% | +8.4% | -39.6% | -34.4% |
| 6M | -51.9% | +19.0% | -70.9% | -56.8% |
| YTD | -23.9% | +28.8% | -52.7% | -34.7% |
| 1Y | -43.4% | +33.1% | -76.5% | -52.2% |
| 3Y | -74.7% | +70.8% | -145.5% | -81.7% |
| 5Y | -96.3% | +74.2% | -170.6% | -97.3% |
| 10Y | +20.0% | +345.5% | -325.5% | -47.1% |
| All | +20.0% | +370.8% | -350.8% | -47.1% |
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