+20.0%
PLUG vs SGI
+413.4%
-393.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.3% | +0.2% | +1.8% |
| 7D | +14.5% | -0.2% | +14.7% | +14.3% |
| 30D | -10.7% | +6.6% | -17.3% | -14.1% |
| 3M | -31.2% | +1.8% | -33.0% | -32.4% |
| 6M | -51.9% | -3.9% | -48.0% | -52.1% |
| YTD | -23.9% | -25.2% | +1.4% | -15.0% |
| 1Y | -43.4% | -26.7% | -16.7% | -36.2% |
| 3Y | -74.7% | +86.8% | -161.5% | -82.3% |
| 5Y | -96.3% | +56.6% | -153.0% | -97.2% |
| 10Y | +20.0% | +384.3% | -364.3% | -47.3% |
| All | +20.0% | +413.4% | -393.4% | -47.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling