+19.5%
SRE vs PLUG
-78.4%
+97.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +7.4% | -9.5% | -2.1% |
| 7D | -9.2% | +5.8% | -15.0% | -9.2% |
| 30D | -1.9% | -18.5% | +16.6% | -1.7% |
| 3M | -6.5% | -30.0% | +23.4% | -6.3% |
| 6M | -15.2% | -56.2% | +40.9% | -14.7% |
| YTD | -9.5% | -26.4% | +16.9% | -9.6% |
| 1Y | -13.2% | -42.2% | +29.0% | -13.1% |
| 3Y | +19.5% | -76.8% | +96.3% | +20.2% |
| All | +19.5% | -78.4% | +97.8% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling