-81.0%
PLUG vs FIVN
+253.1%
-334.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.2% | -1.5% |
| 7D | -7.2% | -22.8% | +15.6% | +1.4% |
| 30D | -16.4% | -21.3% | +4.9% | -9.3% |
| 3M | -39.0% | -14.0% | -25.0% | -37.1% |
| 6M | -61.5% | +31.1% | -92.6% | -67.7% |
| YTD | -31.2% | +40.0% | -71.2% | -46.7% |
| 1Y | -46.4% | +38.1% | -84.5% | -58.1% |
| 3Y | -61.6% | -55.7% | -6.0% | -53.5% |
| 5Y | -96.9% | -82.5% | -14.4% | -94.8% |
| 10Y | -7.8% | +92.4% | -100.2% | -18.3% |
| All | -81.0% | +253.1% | -334.1% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 all: compounded portfolio wealth divided by compounded FIVN 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…
all analysis · Full analysis span regression · 6 months rolling