-91.9%
PLUG vs SONY
+16.3%
-108.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +4.2% |
| 7D | -0.9% | -1.2% | +0.3% | 0.0% |
| 30D | +3.3% | +9.4% | -6.1% | -4.9% |
| 3M | -39.7% | +10.5% | -50.2% | -45.8% |
| 6M | -12.5% | +11.7% | -24.2% | -22.5% |
| YTD | +10.2% | -4.1% | +14.2% | +11.1% |
| 1Y | +50.7% | -11.8% | +62.5% | +66.7% |
| 3Y | -74.5% | +45.9% | -120.4% | -84.5% |
| All | -91.9% | +16.3% | -108.2% | -93.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling