+30.6%
UPS vs PLUG
-44.1%
+74.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.5% | +1.2% | +4.5% |
| 7D | +8.2% | +2.8% | +5.4% | +8.0% |
| 30D | +22.7% | -22.8% | +45.5% | +24.4% |
| 3M | +6.4% | -32.4% | +38.8% | +8.6% |
| 6M | +22.6% | -53.4% | +76.0% | +26.7% |
| YTD | +20.7% | -25.9% | +46.6% | +20.2% |
| 1Y | +30.6% | -42.1% | +72.7% | +33.4% |
| All | +30.6% | -44.1% | +74.7% | +33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling