+50.7%
PLUG vs LUMN
+42.5%
+8.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.9% | +3.6% |
| 7D | -0.9% | +12.1% | -13.0% | -5.1% |
| 30D | +3.3% | +11.3% | -8.0% | -1.2% |
| 3M | -39.7% | -31.6% | -8.1% | -31.6% |
| 6M | -12.5% | -2.7% | -9.8% | -12.4% |
| YTD | +10.2% | -12.9% | +23.0% | +12.0% |
| 1Y | +50.7% | +36.2% | +14.5% | +38.7% |
| All | +50.7% | +42.5% | +8.2% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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