+133.7%
GOOG vs PLUG
-91.6%
+225.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.3% |
| 7D | +1.1% | +8.1% | -7.1% | +0.5% |
| 30D | -5.1% | +3.7% | -8.7% | -5.4% |
| 3M | -7.1% | -29.2% | +22.1% | -5.0% |
| 6M | +12.7% | +6.1% | +6.5% | +10.9% |
| YTD | +7.1% | +14.7% | -7.6% | +3.9% |
| 1Y | +43.6% | +56.9% | -13.3% | +33.3% |
| 3Y | +146.8% | -71.6% | +218.4% | +150.1% |
| 5Y | +133.7% | -91.0% | +224.7% | +168.0% |
| All | +133.7% | -91.6% | +225.2% | +168.0% |
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