+50.7%
PLUG vs SGI
-17.2%
+67.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.7% |
| 7D | -0.9% | +8.5% | -9.5% | -3.0% |
| 30D | +3.3% | +0.7% | +2.7% | +3.0% |
| 3M | -39.7% | +0.6% | -40.3% | -39.9% |
| 6M | -12.5% | -17.9% | +5.4% | -8.6% |
| YTD | +10.2% | -21.2% | +31.3% | +17.2% |
| 1Y | +50.7% | -18.9% | +69.6% | +71.7% |
| All | +50.7% | -17.2% | +67.9% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 1y: compounded portfolio wealth divided by compounded SGI 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…
1y analysis · Full analysis span regression · 6 months rolling