-42.2%
PLUG vs OVV
+67.1%
-109.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +8.0% | +7.4% |
| 7D | +5.8% | -16.7% | +22.5% | +5.1% |
| 30D | -18.5% | -1.5% | -17.0% | -18.7% |
| 3M | -30.0% | +1.6% | -31.5% | -30.2% |
| 6M | -56.2% | +2.0% | -58.2% | -56.1% |
| YTD | -26.4% | +56.8% | -83.2% | -27.6% |
| 1Y | -42.2% | +64.8% | -107.1% | -43.1% |
| All | -42.2% | +67.1% | -109.3% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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