+48.7%
SRE vs PLUG
-91.8%
+140.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.5% | -0.7% |
| 7D | -0.3% | -0.9% | +0.6% | -0.3% |
| 30D | -0.7% | +3.3% | -4.1% | -0.9% |
| 3M | -6.3% | -39.7% | +33.4% | -5.2% |
| 6M | -10.7% | -12.5% | +1.8% | -10.8% |
| YTD | -3.5% | +10.2% | -13.6% | -4.5% |
| 1Y | +5.3% | +50.7% | -45.4% | +2.7% |
| 3Y | +31.8% | -74.5% | +106.3% | +33.7% |
| All | +48.7% | -91.8% | +140.5% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling