+99.9%
JCI vs PLUG
-97.1%
+197.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.8% | +7.4% | -0.7% |
| 7D | +8.4% | -8.1% | +16.6% | +9.1% |
| 30D | -8.9% | -20.5% | +11.6% | -7.3% |
| 3M | -6.4% | -45.9% | +39.4% | -2.1% |
| 6M | +1.6% | -65.2% | +66.8% | +9.5% |
| YTD | +20.1% | -37.1% | +57.1% | +22.0% |
| 1Y | +17.2% | -54.6% | +71.8% | +22.0% |
| 3Y | +190.7% | -64.9% | +255.6% | +180.5% |
| 5Y | +99.9% | -97.1% | +197.0% | +150.2% |
| All | +99.9% | -97.1% | +197.0% | +150.2% |
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 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