-73.8%
PLUG vs DVA
+85.7%
-159.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.6% | +2.6% |
| 7D | -0.9% | +1.8% | -2.7% | -1.2% |
| 30D | +3.3% | -2.5% | +5.8% | +3.7% |
| 3M | -39.7% | -4.3% | -35.5% | -39.8% |
| 6M | -12.5% | +18.9% | -31.4% | -16.7% |
| YTD | +10.2% | +61.9% | -51.8% | -4.8% |
| 1Y | +50.7% | +35.7% | +15.0% | +37.3% |
| All | -73.8% | +85.7% | -159.5% | -80.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling