+43.4%
SMH vs PLUG
-44.1%
+87.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.5% | -6.3% | -3.4% |
| 7D | -11.2% | +2.8% | -14.0% | -11.7% |
| 30D | -20.4% | -22.8% | +2.3% | -16.7% |
| 3M | -12.4% | -32.4% | +20.0% | -6.2% |
| 6M | -0.5% | -53.4% | +52.9% | +11.5% |
| YTD | +40.0% | -25.9% | +65.9% | +48.6% |
| 1Y | +43.4% | -42.1% | +85.5% | +55.3% |
| All | +43.4% | -44.1% | +87.5% | +55.3% |
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