+10.7%
SRE vs PLUG
+53.7%
-43.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +1.7% |
| 7D | +1.4% | +8.1% | -6.7% | +1.4% |
| 30D | +1.9% | +3.7% | -1.8% | +1.8% |
| 3M | -3.3% | -29.2% | +25.9% | -2.9% |
| 6M | -6.4% | +6.1% | -12.5% | -7.2% |
| YTD | -1.8% | +14.7% | -16.5% | -2.9% |
| 1Y | +10.7% | +56.9% | -46.2% | +13.0% |
| All | +10.7% | +53.7% | -43.0% | +13.0% |
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