+55.9%
PLUG vs INCY
+51.3%
+4.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.9% | +6.0% | +4.8% |
| 7D | +8.1% | -0.5% | +8.6% | +8.2% |
| 30D | +3.7% | +3.2% | +0.5% | +2.4% |
| 3M | -29.2% | +23.6% | -52.8% | -35.4% |
| 6M | +6.1% | +29.7% | -23.6% | -5.3% |
| YTD | +14.7% | +25.9% | -11.2% | +3.2% |
| 1Y | +56.9% | +43.7% | +13.2% | +33.9% |
| 3Y | -71.6% | +94.4% | -166.0% | -79.0% |
| 5Y | -91.0% | +68.0% | -159.0% | -93.0% |
| 10Y | +55.9% | +52.5% | +3.3% | +3.4% |
| All | +55.9% | +51.3% | +4.5% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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