+47.7%
AMGN vs PLUG
-48.8%
+96.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.4% | +1.1% |
| 7D | 0.0% | +14.5% | -14.6% | +0.3% |
| 30D | +12.1% | -10.7% | +22.9% | +11.8% |
| 3M | +13.9% | -31.2% | +45.1% | +12.9% |
| 6M | +42.1% | -51.9% | +94.1% | +40.0% |
| YTD | +45.0% | -23.9% | +68.9% | +43.3% |
| All | +47.7% | -48.8% | +96.5% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling