-10.6%
SHOP vs PLUG
-96.9%
+86.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | -2.5% | -6.8% | +4.4% | -0.9% |
| 30D | -16.7% | -16.0% | -0.7% | -13.6% |
| 3M | -2.2% | -38.7% | +36.5% | +8.4% |
| 6M | +45.6% | -61.4% | +106.9% | +75.5% |
| YTD | -7.3% | -31.0% | +23.7% | -6.8% |
| 1Y | -6.1% | -46.2% | +40.2% | -0.3% |
| 3Y | +143.3% | -61.5% | +204.8% | +103.0% |
| All | -10.6% | -96.9% | +86.3% | +116.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling