+65.0%
PLUG vs SONY
+277.9%
-213.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.2% | +8.3% | +7.2% |
| 7D | +8.1% | -5.2% | +13.3% | +12.1% |
| 30D | +3.7% | +0.3% | +3.4% | +2.7% |
| 3M | -29.2% | +6.2% | -35.4% | -33.6% |
| 6M | +6.1% | +9.5% | -3.4% | -3.3% |
| YTD | +14.7% | -8.1% | +22.8% | +18.5% |
| 1Y | +56.9% | -17.9% | +74.9% | +79.3% |
| 3Y | -71.6% | +41.5% | -113.1% | -79.8% |
| 5Y | -91.0% | +11.8% | -102.9% | -92.2% |
| All | +65.0% | +277.9% | -213.0% | -3.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling