-42.1%
PLUG vs PHM
+16.2%
-58.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +7.2% | -3.6% | +2.6% |
| 7D | +2.8% | +13.6% | -10.8% | +0.7% |
| 30D | -22.8% | +19.3% | -42.0% | -25.0% |
| 3M | -32.4% | +3.5% | -35.9% | -33.1% |
| 6M | -53.4% | +18.6% | -71.9% | -54.9% |
| YTD | -25.9% | +16.7% | -42.6% | -33.2% |
| 1Y | -42.1% | +14.6% | -56.7% | -47.8% |
| All | -42.1% | +16.2% | -58.3% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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