+66.5%
SU vs PLUG
+46.5%
+20.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | -0.1% |
| 7D | +1.7% | 0.0% | +1.7% | +1.7% |
| 30D | +9.6% | -5.0% | +14.6% | +9.7% |
| 3M | +11.7% | -26.2% | +38.0% | +12.2% |
| 6M | +21.9% | -0.5% | +22.4% | +22.1% |
| YTD | +58.6% | +7.1% | +51.5% | +58.6% |
| 1Y | +66.5% | +46.5% | +20.0% | +66.6% |
| All | +66.5% | +46.5% | +20.0% | +66.6% |
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