+24.9%
PLUG vs SUNB
-4.1%
+28.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.1% | +3.9% |
| 7D | +8.1% | +3.4% | +4.8% | +7.3% |
| 30D | +3.7% | -14.5% | +18.2% | +7.1% |
| 3M | -29.2% | -13.8% | -15.3% | -26.6% |
| 6M | +6.1% | -5.9% | +12.0% | +9.9% |
| All | +24.9% | -4.1% | +28.9% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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