+40.7%
ABBV vs PLUG
-44.1%
+84.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.5% | -0.5% | +3.2% |
| 7D | +3.1% | +2.8% | +0.3% | +3.2% |
| 30D | +11.6% | -22.8% | +34.4% | +10.9% |
| 3M | +21.7% | -32.4% | +54.1% | +20.6% |
| 6M | +43.5% | -53.4% | +96.9% | +41.8% |
| YTD | +32.9% | -25.9% | +58.8% | +30.5% |
| 1Y | +40.7% | -42.1% | +82.7% | +39.9% |
| All | +40.7% | -44.1% | +84.7% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling