+94.7%
ABBV vs PLUG
-74.3%
+169.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.8% | -4.3% | -1.5% |
| 7D | +0.4% | -0.9% | +1.3% | +0.4% |
| 30D | +4.2% | +3.3% | +0.8% | +4.1% |
| 3M | +14.8% | -39.7% | +54.5% | +15.7% |
| 6M | +10.3% | -12.5% | +22.8% | +10.1% |
| YTD | +14.9% | +10.2% | +4.7% | +14.0% |
| 1Y | +24.1% | +50.7% | -26.6% | +21.7% |
| All | +94.7% | -74.3% | +169.0% | +93.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling