-56.5%
FISV vs PLUG
-91.6%
+35.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.1% | -8.2% | -4.2% |
| 7D | -1.6% | +8.1% | -9.7% | -1.9% |
| 30D | -3.0% | +3.7% | -6.6% | -3.2% |
| 3M | -3.5% | -29.2% | +25.6% | -2.2% |
| 6M | -19.4% | +6.1% | -25.5% | -20.5% |
| YTD | -24.3% | +14.7% | -39.0% | -26.0% |
| 1Y | -62.4% | +56.9% | -119.3% | -64.2% |
| 3Y | -58.2% | -71.6% | +13.4% | -57.9% |
| 5Y | -56.5% | -91.0% | +34.5% | -53.2% |
| All | -56.5% | -91.6% | +35.0% | -53.2% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling