+328.1%
AMGN vs PLUG
+25.0%
+303.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.4% | +0.9% |
| 7D | 0.0% | +14.5% | -14.6% | -0.5% |
| 30D | +12.1% | -10.7% | +22.9% | +12.5% |
| 3M | +13.9% | -31.2% | +45.1% | +15.2% |
| 6M | +42.1% | -51.9% | +94.1% | +45.3% |
| YTD | +45.0% | -23.9% | +68.9% | +44.7% |
| 1Y | +49.3% | -43.4% | +92.7% | +50.5% |
| 3Y | +92.8% | -74.7% | +167.5% | +91.4% |
| 5Y | +156.7% | -96.3% | +253.1% | +169.9% |
| 10Y | +328.1% | +20.0% | +308.1% | +264.6% |
| All | +328.1% | +25.0% | +303.1% | +264.6% |
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 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