-98.0%
PLUG vs SIMO
+1,993.5%
-2,091.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -14.4% | +6.9% | -3.2% |
| 7D | -4.9% | -31.4% | +26.5% | +6.1% |
| 30D | -27.4% | -45.2% | +17.7% | -13.9% |
| 3M | -35.7% | -36.5% | +0.8% | -28.5% |
| 6M | -59.3% | -34.2% | -25.2% | -56.0% |
| YTD | -31.5% | +69.9% | -101.4% | -46.9% |
| 1Y | -48.9% | +60.4% | -109.3% | -59.7% |
| 3Y | -79.6% | +203.1% | -282.7% | -87.1% |
| 5Y | -96.5% | +145.4% | -241.9% | -97.7% |
| 10Y | -4.9% | +368.9% | -373.8% | -51.2% |
| All | -98.0% | +1,993.5% | -2,091.5% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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