+48.6%
AMZN vs PLUG
-96.4%
+145.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.4% | -7.8% | -1.2% |
| 7D | +7.9% | +5.8% | +2.0% | +7.1% |
| 30D | -0.2% | -18.5% | +18.3% | +1.9% |
| 3M | -4.8% | -30.0% | +25.2% | -1.4% |
| 6M | -5.7% | -56.2% | +50.5% | +2.1% |
| YTD | +12.3% | -26.4% | +38.7% | +13.1% |
| 1Y | +6.7% | -42.2% | +48.9% | +9.9% |
| 3Y | +85.6% | -76.8% | +162.4% | +88.5% |
| All | +48.6% | -96.4% | +145.0% | +110.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling