+133.0%
AAPL vs PLUG
-96.4%
+229.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.4% | -7.9% | -1.1% |
| 7D | -0.7% | +5.8% | -6.5% | -1.2% |
| 30D | +1.7% | -18.5% | +20.2% | +3.3% |
| 3M | +9.7% | -30.0% | +39.6% | +12.5% |
| 6M | +19.3% | -56.2% | +75.5% | +26.6% |
| YTD | +26.3% | -26.4% | +52.7% | +26.7% |
| 1Y | +27.4% | -42.2% | +69.6% | +30.0% |
| 3Y | +93.6% | -76.8% | +170.4% | +95.5% |
| All | +133.0% | -96.4% | +229.4% | +204.8% |
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