-7.4%
ABT vs PLUG
-97.5%
+90.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -10.5% | +11.7% | +1.4% |
| 7D | -1.3% | -23.4% | +22.2% | -0.8% |
| 30D | +6.0% | -23.4% | +29.5% | +6.5% |
| 3M | -1.9% | -51.7% | +49.9% | -0.5% |
| 6M | +31.2% | -72.0% | +103.1% | +34.5% |
| YTD | -11.2% | -43.7% | +32.4% | -11.3% |
| 1Y | -14.0% | -55.4% | +41.5% | -13.4% |
| 3Y | +20.7% | -68.0% | +88.7% | +17.9% |
| All | -7.4% | -97.5% | +90.1% | +3.5% |
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 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