-9.2%
PLUG vs SPMO
+572.4%
-581.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.3% | +0.8% |
| 7D | -0.9% | +2.0% | -2.9% | -3.4% |
| 30D | +3.3% | -0.4% | +3.7% | +4.0% |
| 3M | -39.7% | -1.9% | -37.8% | -38.6% |
| 6M | -12.5% | +25.0% | -37.5% | -35.1% |
| YTD | +10.2% | +26.0% | -15.9% | -18.8% |
| 1Y | +50.7% | +28.7% | +22.0% | +8.7% |
| 3Y | -74.5% | +160.9% | -235.4% | -93.1% |
| 5Y | -91.8% | +147.9% | -239.7% | -97.5% |
| 10Y | +43.7% | +518.9% | -475.2% | -80.8% |
| All | -9.2% | +572.4% | -581.6% | -88.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling