-61.3%
PLUG vs OVV
+49.9%
-111.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +1.8% | -10.8% | -9.5% |
| 7D | -3.2% | -7.3% | +4.1% | -1.1% |
| 30D | -18.7% | -3.6% | -15.2% | -18.4% |
| 3M | -35.3% | -2.6% | -32.7% | -35.5% |
| 6M | -56.2% | +7.6% | -63.8% | -58.3% |
| YTD | -30.7% | +59.6% | -90.3% | -44.4% |
| 1Y | -46.7% | +62.2% | -108.9% | -58.0% |
| 3Y | -61.3% | +49.6% | -110.9% | -71.1% |
| All | -61.3% | +49.9% | -111.3% | -71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling