+1.1%
PLUG vs DRI
+343.2%
-342.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.5% | -8.5% | -8.8% |
| 7D | -3.2% | +4.2% | -7.4% | -5.0% |
| 30D | -18.7% | +15.7% | -34.4% | -24.4% |
| 3M | -35.3% | +5.8% | -41.1% | -37.5% |
| 6M | -56.2% | +18.4% | -74.7% | -60.6% |
| YTD | -30.7% | +28.2% | -58.9% | -40.4% |
| 1Y | -46.7% | +35.9% | -82.6% | -55.4% |
| 3Y | -61.3% | +67.7% | -129.1% | -71.7% |
| 5Y | -96.6% | +77.9% | -174.5% | -97.6% |
| 10Y | +1.1% | +338.7% | -337.6% | -55.5% |
| All | +1.1% | +343.2% | -342.1% | -55.5% |
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