+1,237.1%
AAPL vs PLUG
+48.6%
+1,188.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.1% |
| 7D | -3.0% | +3.8% | -6.8% | -3.3% |
| 30D | +2.3% | +2.8% | -0.5% | +1.9% |
| 3M | +8.6% | -25.4% | +34.1% | +11.0% |
| 6M | +21.6% | -0.5% | +22.0% | +20.2% |
| YTD | +16.3% | +10.2% | +6.2% | +12.9% |
| 1Y | +35.1% | +53.9% | -18.8% | +24.5% |
| 3Y | +79.4% | -72.7% | +152.1% | +76.8% |
| 5Y | +109.8% | -91.4% | +201.3% | +123.7% |
| 10Y | +1,237.1% | +58.4% | +1,178.7% | +966.6% |
| All | +1,237.1% | +48.6% | +1,188.4% | +966.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling