+555.5%
AMZN vs PLUG
+56.9%
+498.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -1.0% |
| 7D | +0.8% | +8.1% | -7.3% | 0.0% |
| 30D | -6.4% | +3.7% | -10.0% | -6.8% |
| 3M | +4.8% | -29.2% | +33.9% | +7.9% |
| 6M | +20.5% | +6.1% | +14.4% | +18.4% |
| YTD | +11.3% | +14.7% | -3.4% | +7.6% |
| 1Y | +9.0% | +56.9% | -48.0% | -0.4% |
| 3Y | +85.9% | -71.6% | +157.5% | +82.5% |
| 5Y | +45.8% | -91.0% | +136.8% | +57.4% |
| 10Y | +555.5% | +55.9% | +499.6% | +419.8% |
| All | +555.5% | +56.9% | +498.5% | +419.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling