+88.3%
AMZN vs PLUG
-74.3%
+162.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.3% |
| 7D | -3.0% | -0.9% | -2.1% | -2.9% |
| 30D | -5.2% | +3.3% | -8.5% | -5.4% |
| 3M | +1.9% | -39.7% | +41.6% | +4.2% |
| 6M | +19.2% | -12.5% | +31.7% | +19.4% |
| YTD | +12.0% | +10.2% | +1.8% | +10.7% |
| 1Y | +9.7% | +50.7% | -41.0% | +5.7% |
| All | +88.3% | -74.3% | +162.6% | +81.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling