-71.7%
PYPL vs PLUG
-97.1%
+25.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.8% | +6.8% | -0.8% |
| 7D | -1.1% | -8.1% | +7.0% | -0.1% |
| 30D | +3.8% | -20.5% | +24.3% | +6.8% |
| 3M | -1.3% | -45.9% | +44.6% | +6.9% |
| 6M | +29.0% | -65.2% | +94.2% | +47.0% |
| YTD | +0.7% | -37.1% | +37.8% | +2.8% |
| 1Y | -12.3% | -54.6% | +42.3% | -6.4% |
| 3Y | +7.6% | -64.9% | +72.5% | -0.7% |
| 5Y | -71.7% | -97.1% | +25.4% | -55.2% |
| All | -71.7% | -97.1% | +25.4% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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