+1,063.2%
SMH vs PLUG
-99.7%
+1,163.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.4% | +1.6% | +4.7% |
| 7D | -4.1% | +14.5% | -18.6% | -5.5% |
| 30D | -19.2% | -10.7% | -8.5% | -18.2% |
| 3M | -16.4% | -31.2% | +14.8% | -13.0% |
| 6M | -14.0% | -51.9% | +38.0% | -7.3% |
| YTD | +35.3% | -23.9% | +59.2% | +37.0% |
| 1Y | +40.4% | -43.4% | +83.8% | +46.1% |
| 3Y | +226.8% | -74.7% | +301.5% | +226.7% |
| 5Y | +232.3% | -96.3% | +328.6% | +291.6% |
| 10Y | +1,469.9% | +20.0% | +1,449.9% | +1,066.9% |
| All | +1,063.2% | -99.7% | +1,163.0% | +757.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling