+721.2%
SYY vs PLUG
-98.6%
+819.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.4% |
| 7D | -2.3% | -0.9% | -1.4% | -2.3% |
| 30D | -4.9% | +3.3% | -8.3% | -5.1% |
| 3M | +8.4% | -39.7% | +48.1% | +10.3% |
| 6M | -7.4% | -12.5% | +5.1% | -7.4% |
| YTD | +11.0% | +10.2% | +0.8% | +9.5% |
| 1Y | -0.2% | +50.7% | -50.9% | -3.7% |
| 3Y | +23.8% | -74.5% | +98.3% | +22.9% |
| 5Y | +18.1% | -91.8% | +109.9% | +20.4% |
| 10Y | +94.6% | +43.7% | +50.9% | +70.2% |
| All | +721.2% | -98.6% | +819.9% | +606.9% |
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