+86.2%
SU vs PLUG
-44.1%
+130.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.5% | -8.1% | -4.5% |
| 7D | -7.1% | +2.8% | -9.9% | -7.1% |
| 30D | +4.8% | -22.8% | +27.5% | +4.9% |
| 3M | +12.5% | -32.4% | +44.9% | +12.8% |
| 6M | +6.5% | -53.4% | +59.8% | +7.6% |
| YTD | +65.8% | -25.9% | +91.7% | +66.6% |
| 1Y | +86.2% | -42.1% | +128.2% | +87.4% |
| All | +86.2% | -44.1% | +130.2% | +87.4% |
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