+58.4%
PLUG vs SONY
+276.5%
-218.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.7% |
| 7D | +3.8% | -4.9% | +8.7% | +7.4% |
| 30D | +2.8% | -1.6% | +4.4% | +3.4% |
| 3M | -25.4% | +10.0% | -35.4% | -32.1% |
| 6M | -0.5% | +8.4% | -8.9% | -8.6% |
| YTD | +10.2% | -8.4% | +18.6% | +14.2% |
| 1Y | +53.9% | -18.4% | +72.3% | +76.5% |
| 3Y | -72.7% | +41.0% | -113.7% | -80.6% |
| 5Y | -91.4% | +9.3% | -100.7% | -92.4% |
| 10Y | +58.4% | +281.7% | -223.3% | -6.9% |
| All | +58.4% | +276.5% | -218.1% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SONY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling