-4.2%
ABT vs PLUG
-96.4%
+92.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +7.4% | -10.6% | -3.4% |
| 7D | +3.5% | +5.8% | -2.3% | +3.4% |
| 30D | +12.0% | -18.5% | +30.6% | +12.5% |
| 3M | +2.5% | -30.0% | +32.4% | +3.1% |
| 6M | +29.1% | -56.2% | +85.3% | +31.0% |
| YTD | -10.1% | -26.4% | +16.3% | -10.5% |
| 1Y | -9.8% | -42.2% | +32.4% | -9.7% |
| 3Y | +23.3% | -76.8% | +100.1% | +24.3% |
| All | -4.2% | -96.4% | +92.2% | +5.1% |
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