+893.8%
FISV vs PLUG
-98.6%
+992.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.4% |
| 7D | -0.3% | -0.9% | +0.6% | -0.3% |
| 30D | -2.1% | +3.3% | -5.4% | -2.3% |
| 3M | -5.7% | -39.7% | +34.0% | -3.4% |
| 6M | -15.3% | -12.5% | -2.8% | -15.6% |
| YTD | -21.1% | +10.2% | -31.2% | -22.7% |
| 1Y | -61.1% | +50.7% | -111.8% | -63.0% |
| 3Y | -56.8% | -74.5% | +17.7% | -57.3% |
| 5Y | -54.2% | -91.8% | +37.6% | -52.9% |
| 10Y | +1.6% | +43.7% | -42.1% | -18.8% |
| All | +893.8% | -98.6% | +992.4% | +570.5% |
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