-74.8%
NKE vs PLUG
-96.5%
+21.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -9.0% | +6.0% | -2.3% |
| 7D | +0.5% | -3.2% | +3.7% | +0.7% |
| 30D | +11.4% | -18.7% | +30.2% | +13.2% |
| 3M | -7.2% | -35.3% | +28.1% | -4.0% |
| 6M | -10.7% | -56.2% | +45.6% | -5.1% |
| YTD | -37.7% | -30.7% | -7.0% | -37.6% |
| 1Y | -34.3% | -46.7% | +12.4% | -32.7% |
| 3Y | -60.9% | -61.3% | +0.4% | -63.3% |
| 5Y | -74.8% | -96.6% | +21.8% | -66.3% |
| All | -74.8% | -96.5% | +21.7% | -66.3% |
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