+7,220.6%
AMZN vs PLUG
-98.6%
+7,319.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.4% |
| 7D | -3.0% | -0.9% | -2.1% | -2.9% |
| 30D | -5.2% | +3.3% | -8.5% | -5.6% |
| 3M | +1.9% | -39.7% | +41.6% | +6.7% |
| 6M | +19.2% | -12.5% | +31.7% | +19.3% |
| YTD | +12.0% | +10.2% | +1.8% | +8.5% |
| 1Y | +9.7% | +50.7% | -41.0% | +0.5% |
| 3Y | +87.2% | -74.5% | +161.7% | +84.1% |
| 5Y | +48.7% | -91.8% | +140.4% | +58.5% |
| 10Y | +569.3% | +43.7% | +525.6% | +360.0% |
| All | +7,220.6% | -98.6% | +7,319.3% | +6,207.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling