-54.6%
PLUG vs DVA
+42.7%
-97.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.1% | -3.7% | -8.9% |
| 7D | -8.1% | -10.7% | +2.5% | -8.4% |
| 30D | -20.5% | -4.4% | -16.1% | -20.5% |
| 3M | -45.9% | -4.1% | -41.8% | -45.9% |
| 6M | -65.2% | -13.2% | -52.0% | -65.1% |
| YTD | -37.1% | +53.2% | -90.3% | -38.5% |
| 1Y | -54.6% | +40.8% | -95.4% | -50.1% |
| All | -54.6% | +42.7% | -97.3% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 1y: compounded portfolio wealth divided by compounded DVA 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…
1y analysis · Full analysis span regression · 6 months rolling