+2,868.4%
PWR vs PLUG
-99.1%
+2,967.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +7.4% | -1.2% | +5.5% |
| 7D | -12.9% | +5.8% | -18.7% | -13.4% |
| 30D | -22.8% | -18.5% | -4.3% | -21.1% |
| 3M | -19.0% | -30.0% | +10.9% | -16.0% |
| 6M | -31.1% | -56.2% | +25.1% | -25.2% |
| YTD | +28.2% | -26.4% | +54.6% | +29.7% |
| 1Y | +22.2% | -42.2% | +64.4% | +26.4% |
| 3Y | +222.1% | -76.8% | +299.0% | +222.5% |
| 5Y | +364.1% | -96.2% | +460.3% | +443.0% |
| 10Y | +1,864.5% | +2.1% | +1,862.4% | +1,270.4% |
| All | +2,868.4% | -99.1% | +2,967.5% | +1,589.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling