+328.5%
SMH vs PLUG
-91.8%
+420.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.2% | +2.2% |
| 7D | +2.5% | -0.9% | +3.4% | +2.6% |
| 30D | -0.5% | +3.3% | -3.8% | -1.0% |
| 3M | -9.6% | -39.7% | +30.1% | -3.4% |
| 6M | +42.1% | -12.5% | +54.6% | +43.1% |
| YTD | +57.4% | +10.2% | +47.3% | +52.1% |
| 1Y | +96.2% | +50.7% | +45.5% | +76.2% |
| 3Y | +267.9% | -74.5% | +342.4% | +284.4% |
| All | +328.5% | -91.8% | +420.4% | +446.4% |
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