-22.3%
SYK vs PLUG
+45.6%
-68.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -1.5% |
| 7D | -8.3% | -0.9% | -7.4% | -8.4% |
| 30D | -10.1% | +3.3% | -13.4% | -9.9% |
| 3M | +0.9% | -39.7% | +40.6% | -0.2% |
| 6M | -20.2% | -12.5% | -7.7% | -20.6% |
| YTD | -13.3% | +10.2% | -23.4% | -13.3% |
| 1Y | -22.3% | +50.7% | -73.0% | -22.7% |
| All | -22.3% | +45.6% | -68.0% | -22.7% |
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