+1,803.3%
SMH vs PLUG
+56.9%
+1,746.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.1% | -3.0% | +0.6% |
| 7D | +5.2% | +8.1% | -2.9% | +4.2% |
| 30D | -1.5% | +3.7% | -5.2% | -2.1% |
| 3M | -4.1% | -29.2% | +25.1% | +0.1% |
| 6M | +50.8% | +6.1% | +44.7% | +48.2% |
| YTD | +59.3% | +14.7% | +44.6% | +53.3% |
| 1Y | +94.1% | +56.9% | +37.1% | +74.7% |
| 3Y | +286.7% | -71.6% | +358.3% | +281.6% |
| 5Y | +339.4% | -91.0% | +430.5% | +387.3% |
| 10Y | +1,803.3% | +55.9% | +1,747.4% | +1,429.3% |
| All | +1,803.3% | +56.9% | +1,746.3% | +1,429.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling