-48.0%
SE vs PLUG
-46.9%
-1.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -2.9% | -3.6% |
| 7D | -7.7% | -6.8% | -0.9% | -7.5% |
| 30D | -22.8% | -16.0% | -6.8% | -22.5% |
| 3M | -43.7% | -38.7% | -5.0% | -43.2% |
| 6M | -12.8% | -61.4% | +48.5% | -12.1% |
| YTD | -42.0% | -31.0% | -11.0% | -39.2% |
| 1Y | -48.0% | -46.2% | -1.8% | -44.2% |
| All | -48.0% | -46.9% | -1.1% | -44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling