+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% | -0.7% | +2.5% | +1.9% |
| 7D | -4.3% | -6.8% | +2.6% | -3.8% |
| 30D | -6.2% | -16.0% | +9.9% | -5.2% |
| 3M | +9.7% | -38.7% | +48.4% | +13.1% |
| 6M | +7.3% | -61.4% | +68.7% | +13.8% |
| YTD | +58.7% | -31.0% | +89.7% | +59.6% |
| 1Y | +59.7% | -46.2% | +106.0% | +63.0% |
| 3Y | +129.2% | -61.5% | +190.7% | +120.5% |
| 5Y | +223.7% | -96.9% | +320.6% | +259.1% |
| 10Y | +235.9% | -7.5% | +243.4% | +163.0% |
| All | +2,515.0% | -99.1% | +2,614.2% | +1,933.1% |
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