-41.4%
PLUG vs S
+38.4%
-79.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +8.0% | -4.6% | +1.4% |
| 7D | +14.5% | +1.6% | +12.9% | +14.1% |
| 30D | -10.7% | -10.5% | -0.2% | -8.7% |
| 3M | -31.2% | +9.9% | -41.1% | -33.0% |
| 6M | -51.9% | +41.8% | -93.7% | -56.7% |
| YTD | -23.9% | +56.8% | -80.7% | -35.0% |
| All | -41.4% | +38.4% | -79.8% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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