-21.9%
NKE vs PLUG
+48.6%
-70.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +2.0% | -1.6% |
| 7D | -2.3% | +3.8% | -6.2% | -2.6% |
| 30D | -10.4% | +2.8% | -13.2% | -10.7% |
| 3M | -15.5% | -25.4% | +10.0% | -13.7% |
| 6M | -32.6% | -0.5% | -32.2% | -33.6% |
| YTD | -39.8% | +10.2% | -50.0% | -41.7% |
| 1Y | -47.6% | +53.9% | -101.5% | -51.6% |
| 3Y | -59.0% | -72.7% | +13.7% | -59.5% |
| 5Y | -74.9% | -91.4% | +16.5% | -73.3% |
| 10Y | -21.9% | +58.4% | -80.3% | -38.6% |
| All | -21.9% | +48.6% | -70.6% | -38.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling