+40.7%
SLB vs PLUG
-45.5%
+86.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.4% | -6.8% | +0.3% |
| 7D | -7.1% | +5.8% | -12.9% | -7.3% |
| 30D | +4.1% | -18.5% | +22.6% | +4.7% |
| 3M | -2.6% | -30.0% | +27.3% | -1.6% |
| 6M | -8.6% | -56.2% | +47.6% | -6.2% |
| YTD | +32.2% | -26.4% | +58.6% | +33.0% |
| 1Y | +40.7% | -42.2% | +82.9% | +41.7% |
| All | +40.7% | -45.5% | +86.1% | +41.7% |
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