+116.7%
SRE vs PLUG
+25.0%
+91.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.7% | +0.6% |
| 7D | -8.4% | +14.5% | -22.9% | -8.8% |
| 30D | -3.2% | -10.7% | +7.6% | -2.8% |
| 3M | -5.3% | -31.2% | +25.9% | -4.2% |
| 6M | -12.6% | -51.9% | +39.3% | -10.7% |
| YTD | -8.8% | -23.9% | +15.1% | -8.9% |
| 1Y | -13.4% | -43.4% | +30.0% | -12.7% |
| 3Y | +24.4% | -74.7% | +99.1% | +23.9% |
| 5Y | +47.3% | -96.3% | +143.6% | +56.7% |
| 10Y | +116.7% | +20.0% | +96.7% | +85.3% |
| All | +116.7% | +25.0% | +91.7% | +85.3% |
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