-80.9%
SMR vs PLUG
-48.8%
-32.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +3.4% | +3.6% | +4.9% |
| 7D | +1.7% | +14.5% | -12.8% | -5.9% |
| 30D | -24.4% | -10.7% | -13.7% | -18.5% |
| 3M | -44.6% | -31.2% | -13.4% | -29.7% |
| 6M | -56.7% | -51.9% | -4.7% | -33.8% |
| YTD | -61.6% | -23.9% | -37.8% | -56.5% |
| All | -80.9% | -48.8% | -32.1% | -75.3% |
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