-64.1%
ADBE vs PLUG
-96.4%
+32.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +7.4% | -10.3% | -3.4% |
| 7D | -4.4% | +5.8% | -10.2% | -4.8% |
| 30D | +2.8% | -18.5% | +21.3% | +4.1% |
| 3M | -8.0% | -30.0% | +21.9% | -6.1% |
| 6M | -4.3% | -56.2% | +51.8% | +0.3% |
| YTD | -31.6% | -26.4% | -5.2% | -32.1% |
| 1Y | -26.9% | -42.2% | +15.3% | -26.1% |
| 3Y | -57.7% | -76.8% | +19.2% | -57.4% |
| All | -64.1% | -96.4% | +32.3% | -42.6% |
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