+0.7%
SYY vs PLUG
+53.7%
-53.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.1% | -4.4% | -0.3% |
| 7D | -2.8% | +8.1% | -10.9% | -2.8% |
| 30D | -5.3% | +3.7% | -8.9% | -5.3% |
| 3M | +5.1% | -29.2% | +34.2% | +5.5% |
| 6M | -5.0% | +6.1% | -11.1% | -5.5% |
| YTD | +10.7% | +14.7% | -4.0% | +10.2% |
| 1Y | +0.7% | +56.9% | -56.3% | +1.7% |
| All | +0.7% | +53.7% | -53.1% | +1.7% |
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