-29.8%
SYK vs PLUG
+47.6%
-77.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.8% | -2.1% |
| 7D | -12.3% | 0.0% | -12.3% | -12.3% |
| 30D | -22.4% | -5.0% | -17.5% | -22.6% |
| 3M | -12.3% | -26.2% | +13.9% | -12.9% |
| 6M | -24.3% | -0.5% | -23.8% | -24.6% |
| YTD | -22.8% | +7.1% | -29.9% | -22.9% |
| All | -29.8% | +47.6% | -77.4% | -30.0% |
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