-63.2%
ADBE vs PLUG
-97.5%
+34.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -10.5% | +12.4% | +2.6% |
| 7D | +1.6% | -23.4% | +25.0% | +3.3% |
| 30D | +1.0% | -23.4% | +24.4% | +2.6% |
| 3M | -10.1% | -51.7% | +41.6% | -5.9% |
| 6M | +3.0% | -72.0% | +74.9% | +11.6% |
| YTD | -30.5% | -43.7% | +13.1% | -29.8% |
| 1Y | -27.1% | -55.4% | +28.3% | -25.1% |
| 3Y | -58.8% | -68.0% | +9.2% | -61.6% |
| All | -63.2% | -97.5% | +34.3% | -36.2% |
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