+71.2%
UBER vs PLUG
-35.3%
+106.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.4% | +0.3% | +3.2% |
| 7D | +6.7% | +14.5% | -7.8% | +4.2% |
| 30D | -0.5% | -10.7% | +10.2% | +1.1% |
| 3M | -5.1% | -31.2% | +26.1% | +0.2% |
| 6M | -5.7% | -51.9% | +46.3% | +4.0% |
| YTD | -12.9% | -23.9% | +11.0% | -13.6% |
| 1Y | -22.6% | -43.4% | +20.8% | -19.7% |
| 3Y | +42.2% | -74.7% | +116.9% | +36.6% |
| 5Y | +56.4% | -96.3% | +152.7% | +127.7% |
| All | +71.2% | -35.3% | +106.6% | -19.0% |
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