-98.0%
PLUG vs OVV
+162.8%
-260.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.6% | +3.5% |
| 7D | -0.9% | +0.3% | -1.2% | -1.1% |
| 30D | +3.3% | +11.7% | -8.4% | -1.3% |
| 3M | -39.7% | +9.8% | -49.5% | -42.4% |
| 6M | -12.5% | +26.6% | -39.1% | -21.4% |
| YTD | +10.2% | +67.0% | -56.9% | -11.1% |
| 1Y | +50.7% | +55.9% | -5.2% | +23.8% |
| 3Y | -74.5% | +45.5% | -120.0% | -79.2% |
| 5Y | -91.8% | +157.3% | -249.1% | -94.9% |
| 10Y | +43.7% | +65.0% | -21.3% | -31.7% |
| All | -98.0% | +162.8% | -260.8% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling