+56.9%
PLUG vs SONY
-16.9%
+73.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.2% | +8.3% | +6.3% |
| 7D | +8.1% | -5.2% | +13.3% | +10.9% |
| 30D | +3.7% | +0.3% | +3.4% | +2.7% |
| 3M | -29.2% | +6.2% | -35.4% | -32.3% |
| 6M | +6.1% | +9.5% | -3.4% | -1.8% |
| YTD | +14.7% | -8.1% | +22.8% | +33.1% |
| 1Y | +56.9% | -17.9% | +74.9% | +125.8% |
| All | +56.9% | -16.9% | +73.8% | +125.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling