+8,434.7%
SHOP vs PLUG
-19.0%
+8,453.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.4% | -1.1% |
| 7D | -5.1% | -0.9% | -4.2% | -4.9% |
| 30D | +0.6% | +3.3% | -2.7% | -0.2% |
| 3M | +25.0% | -39.7% | +64.8% | +37.0% |
| 6M | +11.9% | -12.5% | +24.4% | +10.4% |
| YTD | -9.9% | +10.2% | -20.0% | -16.6% |
| 1Y | 0.0% | +50.7% | -50.7% | -16.9% |
| 3Y | +117.5% | -74.5% | +192.0% | +115.0% |
| 5Y | -6.6% | -91.8% | +85.1% | +18.2% |
| 10Y | +3,320.3% | +43.7% | +3,276.6% | +2,344.8% |
| All | +8,434.7% | -19.0% | +8,453.7% | +6,684.5% |
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