+228.6%
ABT vs PLUG
-2.5%
+231.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | -5.4% | -7.2% | +1.8% | -5.2% |
| 30D | +8.0% | -16.4% | +24.4% | +8.5% |
| 3M | +0.2% | -39.0% | +39.2% | +1.7% |
| 6M | +34.1% | -61.5% | +95.6% | +37.9% |
| YTD | -10.6% | -31.2% | +20.6% | -10.7% |
| 1Y | -11.8% | -46.4% | +34.6% | -11.2% |
| 3Y | +23.9% | -61.6% | +85.5% | +20.6% |
| 5Y | -5.1% | -96.9% | +91.8% | +2.4% |
| 10Y | +228.6% | -7.8% | +236.4% | +188.9% |
| All | +228.6% | -2.5% | +231.1% | +188.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling