-13.7%
PLUG vs ROKU
+883.2%
-896.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.2% | +4.3% | +4.2% |
| 7D | +8.1% | -0.1% | +8.3% | +8.1% |
| 30D | +3.7% | +1.5% | +2.2% | +3.1% |
| 3M | -29.2% | +25.7% | -54.9% | -35.7% |
| 6M | +6.1% | +54.5% | -48.4% | -11.0% |
| YTD | +14.7% | +43.2% | -28.5% | -1.5% |
| 1Y | +56.9% | +56.3% | +0.7% | +30.6% |
| 3Y | -71.6% | +86.1% | -157.7% | -79.0% |
| 5Y | -91.0% | -53.6% | -37.5% | -91.0% |
| All | -13.7% | +883.2% | -896.9% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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