+2,463.5%
SYK vs PLUG
-99.3%
+2,562.8%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -10.5% | +9.6% | -0.3% |
| 7D | -5.0% | -23.4% | +18.5% | -3.7% |
| 30D | +9.9% | -23.4% | +33.4% | +11.3% |
| 3M | -8.9% | -51.7% | +42.8% | -5.7% |
| 6M | +3.1% | -72.0% | +75.1% | +9.2% |
| YTD | -11.1% | -43.7% | +32.5% | -10.1% |
| 1Y | -16.2% | -55.4% | +39.3% | -14.3% |
| 3Y | +13.2% | -68.0% | +81.2% | +10.7% |
| 5Y | +23.5% | -97.4% | +120.9% | +34.6% |
| 10Y | +213.3% | -24.5% | +237.8% | +163.8% |
| All | +2,463.5% | -99.3% | +2,562.8% | +1,596.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling