-28.8%
SMCI vs PLUG
-51.0%
+22.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -8.8% | -2.5% | -8.1% |
| 7D | -0.3% | -8.1% | +7.8% | +2.8% |
| 30D | -30.9% | -20.5% | -10.4% | -24.9% |
| 3M | -28.2% | -45.9% | +17.6% | -12.1% |
| 6M | -17.7% | -65.2% | +47.5% | +10.6% |
| YTD | -7.8% | -37.1% | +29.3% | +4.4% |
| 1Y | -28.8% | -54.6% | +25.8% | -14.1% |
| All | -28.8% | -51.0% | +22.2% | -14.1% |
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