+9.2%
PLUG vs SEI
+606.2%
-597.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +16.3% | -12.1% | -0.7% |
| 7D | +8.1% | +28.8% | -20.7% | 0.0% |
| 30D | +3.7% | +10.4% | -6.7% | 0.0% |
| 3M | -29.2% | -11.4% | -17.7% | -27.9% |
| 6M | +6.1% | +31.2% | -25.1% | -4.9% |
| YTD | +14.7% | +39.7% | -25.0% | +0.3% |
| 1Y | +56.9% | +149.0% | -92.0% | +15.0% |
| 3Y | -71.6% | +560.2% | -631.8% | -87.8% |
| 5Y | -91.0% | +955.7% | -1,046.7% | -96.9% |
| All | +9.2% | +606.2% | -597.0% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling