-78.9%
PLUG vs FIVN
+263.1%
-342.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.7% | +0.8% | +2.4% |
| 7D | +14.5% | -19.3% | +33.8% | +22.9% |
| 30D | -10.7% | -20.7% | +10.0% | -3.6% |
| 3M | -31.2% | -15.1% | -16.1% | -29.0% |
| 6M | -51.9% | +30.6% | -82.6% | -59.7% |
| YTD | -23.9% | +44.0% | -67.8% | -41.7% |
| 1Y | -43.4% | +45.5% | -88.9% | -56.7% |
| 3Y | -74.7% | -52.8% | -21.9% | -70.5% |
| 5Y | -96.3% | -82.6% | -13.7% | -93.9% |
| 10Y | +20.0% | +109.4% | -89.4% | +4.0% |
| All | -78.9% | +263.1% | -342.1% | -84.8% |
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