+2,515.0%
SU vs PLUG
-99.1%
+2,614.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.9% |
| 7D | -4.3% | -7.2% | +2.9% | -3.8% |
| 30D | -6.2% | -16.4% | +10.2% | -5.2% |
| 3M | +9.7% | -39.0% | +48.7% | +13.2% |
| 6M | +7.3% | -61.5% | +68.8% | +13.8% |
| YTD | +58.7% | -31.2% | +90.0% | +59.7% |
| 1Y | +59.7% | -46.4% | +106.2% | +63.1% |
| 3Y | +129.2% | -61.6% | +190.8% | +120.6% |
| 5Y | +223.7% | -96.9% | +320.6% | +259.2% |
| 10Y | +235.9% | -7.8% | +243.8% | +163.0% |
| All | +2,515.0% | -99.1% | +2,614.2% | +1,933.6% |
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 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