+1,865.8%
PWR vs PLUG
+25.0%
+1,840.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.4% | +5.9% | +9.0% |
| 7D | -4.8% | +14.5% | -19.3% | -6.0% |
| 30D | -16.2% | -10.7% | -5.5% | -15.2% |
| 3M | -11.9% | -31.2% | +19.2% | -8.7% |
| 6M | -20.6% | -51.9% | +31.3% | -15.0% |
| YTD | +40.3% | -23.9% | +64.1% | +41.4% |
| 1Y | +33.0% | -43.4% | +76.4% | +37.6% |
| 3Y | +250.0% | -74.7% | +324.7% | +249.7% |
| 5Y | +404.2% | -96.3% | +500.5% | +493.0% |
| 10Y | +1,865.8% | +20.0% | +1,845.8% | +1,642.9% |
| All | +1,865.8% | +25.0% | +1,840.8% | +1,642.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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