+143.3%
AAPL vs PLUG
-97.5%
+240.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -10.5% | +10.9% | +1.2% |
| 7D | +4.1% | -23.4% | +27.6% | +6.3% |
| 30D | +4.0% | -23.4% | +27.4% | +6.0% |
| 3M | +16.8% | -51.7% | +68.5% | +23.4% |
| 6M | +19.4% | -72.0% | +91.4% | +31.5% |
| YTD | +31.5% | -43.7% | +75.2% | +34.7% |
| 1Y | +31.0% | -55.4% | +86.4% | +36.5% |
| 3Y | +95.3% | -68.0% | +163.3% | +87.8% |
| All | +143.3% | -97.5% | +240.8% | +235.2% |
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