+620.3%
AMZN vs PLUG
-2.5%
+622.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | +0.1% | -7.2% | +7.2% | +0.7% |
| 30D | +2.6% | -16.4% | +18.9% | +4.2% |
| 3M | -2.2% | -39.0% | +36.7% | +2.2% |
| 6M | -1.0% | -61.5% | +60.5% | +7.6% |
| YTD | +15.3% | -31.2% | +46.5% | +16.8% |
| 1Y | +6.9% | -46.4% | +53.3% | +10.5% |
| 3Y | +85.4% | -61.6% | +147.0% | +76.4% |
| 5Y | +53.3% | -96.9% | +150.2% | +82.6% |
| 10Y | +620.3% | -7.8% | +628.2% | +486.9% |
| All | +620.3% | -2.5% | +622.9% | +486.9% |
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