+216.7%
SMH vs PLUG
-96.4%
+313.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +7.4% | -3.8% | +2.6% |
| 7D | -11.2% | +5.8% | -17.0% | -11.9% |
| 30D | -25.8% | -18.5% | -7.2% | -23.6% |
| 3M | -18.8% | -30.0% | +11.1% | -14.7% |
| 6M | -15.6% | -56.2% | +40.6% | -6.0% |
| YTD | +28.8% | -26.4% | +55.2% | +31.6% |
| 1Y | +32.6% | -42.2% | +74.8% | +39.2% |
| 3Y | +213.6% | -76.8% | +290.5% | +224.8% |
| All | +216.7% | -96.4% | +313.1% | +389.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling