+53,306.0%
AAPL vs PLUG
-98.6%
+53,404.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.4% | -2.7% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | +3.0% | +3.3% | -0.4% | +2.6% |
| 3M | +2.9% | -39.7% | +42.6% | +6.7% |
| 6M | +22.1% | -12.5% | +34.6% | +22.1% |
| YTD | +18.0% | +10.2% | +7.9% | +14.9% |
| 1Y | +33.9% | +50.7% | -16.8% | +25.0% |
| 3Y | +71.2% | -74.5% | +145.7% | +69.0% |
| 5Y | +112.6% | -91.8% | +204.4% | +122.2% |
| 10Y | +1,198.8% | +43.7% | +1,155.1% | +877.2% |
| All | +53,306.0% | -98.6% | +53,404.6% | +34,637.6% |
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 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