+6,875.8%
SHW vs PLUG
-99.1%
+6,974.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.5% | +3.5% | -3.6% |
| 7D | +5.7% | -4.9% | +10.7% | +6.0% |
| 30D | +8.7% | -27.4% | +36.1% | +10.4% |
| 3M | -5.4% | -35.7% | +30.3% | -3.3% |
| 6M | +12.2% | -59.3% | +71.6% | +17.0% |
| YTD | +8.5% | -31.5% | +39.9% | +8.9% |
| 1Y | +4.9% | -48.9% | +53.8% | +6.8% |
| 3Y | +42.8% | -79.6% | +122.5% | +43.1% |
| 5Y | +14.5% | -96.5% | +111.0% | +23.1% |
| 10Y | +373.0% | -4.9% | +377.9% | +296.4% |
| All | +6,875.8% | -99.1% | +6,974.9% | +4,831.6% |
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