+60.3%
PLUG vs SPMO
+28.6%
+31.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.5% | +3.6% | +3.6% |
| 7D | +8.1% | +3.4% | +4.7% | +4.0% |
| 30D | +3.7% | +0.5% | +3.1% | +3.2% |
| 3M | -29.2% | +1.9% | -31.1% | -31.6% |
| 6M | +6.1% | +27.8% | -21.7% | -25.7% |
| YTD | +14.7% | +26.7% | -11.9% | -18.3% |
| All | +60.3% | +28.6% | +31.6% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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