+85.0%
UBER vs PLUG
-91.8%
+176.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -0.6% |
| 7D | -3.9% | -0.9% | -3.0% | -3.8% |
| 30D | +11.1% | +3.3% | +7.8% | +10.5% |
| 3M | +4.9% | -39.7% | +44.6% | +11.5% |
| 6M | -1.2% | -12.5% | +11.3% | -1.7% |
| YTD | -7.3% | +10.2% | -17.4% | -12.0% |
| 1Y | -17.6% | +50.7% | -68.3% | -28.4% |
| 3Y | +61.1% | -74.5% | +135.6% | +69.4% |
| All | +85.0% | -91.8% | +176.8% | +151.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling