+2,452.8%
SU vs PLUG
-98.6%
+2,551.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -0.9% |
| 7D | +3.6% | -0.9% | +4.5% | +3.6% |
| 30D | +7.9% | +3.3% | +4.5% | +7.5% |
| 3M | +3.5% | -39.7% | +43.2% | +6.9% |
| 6M | +19.0% | -12.5% | +31.5% | +18.8% |
| YTD | +55.0% | +10.2% | +44.8% | +51.2% |
| 1Y | +71.2% | +50.7% | +20.5% | +60.6% |
| 3Y | +117.4% | -74.5% | +191.9% | +114.4% |
| 5Y | +335.2% | -91.8% | +426.9% | +350.0% |
| 10Y | +248.7% | +43.7% | +205.0% | +164.7% |
| All | +2,452.8% | -98.6% | +2,551.5% | +1,825.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling