-4.1%
SAP vs PLUG
-48.8%
+44.7%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.7% | +1.8% |
| 7D | +1.6% | +14.5% | -12.9% | +2.1% |
| 30D | +10.5% | -10.7% | +21.3% | +10.3% |
| 3M | +15.2% | -31.2% | +46.4% | +14.3% |
| 6M | +36.7% | -51.9% | +88.6% | +35.2% |
| YTD | -0.6% | -23.9% | +23.3% | -4.2% |
| All | -4.1% | -48.8% | +44.7% | -5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling