+116.9%
JCI vs PLUG
-91.8%
+208.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -0.9% | +1.7% |
| 7D | +3.8% | -0.9% | +4.7% | +3.9% |
| 30D | -5.7% | +3.3% | -9.0% | -6.0% |
| 3M | -1.4% | -39.7% | +38.3% | +2.1% |
| 6M | +4.1% | -12.5% | +16.6% | +4.1% |
| YTD | +21.7% | +10.2% | +11.6% | +18.7% |
| 1Y | +36.1% | +50.7% | -14.6% | +27.0% |
| 3Y | +154.4% | -74.5% | +228.9% | +159.7% |
| All | +116.9% | -91.8% | +208.7% | +145.6% |
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