+4.7%
SHW vs PLUG
-53.4%
+58.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.0% | +8.3% | -0.8% |
| 7D | +4.2% | -3.2% | +7.4% | +4.3% |
| 30D | +11.3% | -18.7% | +30.0% | +11.1% |
| 3M | -1.8% | -35.3% | +33.5% | -2.1% |
| 6M | +12.7% | -56.2% | +69.0% | +11.4% |
| YTD | +10.4% | -30.7% | +41.2% | +9.2% |
| 1Y | +4.7% | -46.7% | +51.4% | +4.4% |
| All | +4.7% | -53.4% | +58.1% | +4.4% |
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