-50.5%
SE vs PLUG
-53.4%
+2.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.0% | +7.5% | -1.2% |
| 7D | 0.0% | -3.2% | +3.2% | +0.2% |
| 30D | -19.4% | -18.7% | -0.6% | -19.0% |
| 3M | -33.1% | -35.3% | +2.2% | -32.5% |
| 6M | -11.4% | -56.2% | +44.8% | -10.0% |
| YTD | -39.8% | -30.7% | -9.1% | -37.0% |
| 1Y | -50.5% | -46.7% | -3.8% | -46.8% |
| All | -50.5% | -53.4% | +2.9% | -46.8% |
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