+12.5%
SYY vs PLUG
-96.4%
+108.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.4% | -1.5% | +1.9% |
| 7D | -4.1% | +14.5% | -18.6% | -4.6% |
| 30D | +0.3% | -10.7% | +11.0% | +0.6% |
| 3M | -6.3% | -31.2% | +24.8% | -5.2% |
| 6M | +9.7% | -51.9% | +61.6% | +12.1% |
| YTD | +9.4% | -23.9% | +33.3% | +9.3% |
| 1Y | +7.3% | -43.4% | +50.7% | +8.2% |
| 3Y | +27.6% | -74.7% | +102.4% | +28.1% |
| 5Y | +12.5% | -96.3% | +108.9% | +31.7% |
| All | +12.5% | -96.4% | +108.9% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling