-6.7%
AXP vs PLUG
-44.1%
+37.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.4% | +1.9% |
| 7D | +4.6% | +2.8% | +1.8% | +4.4% |
| 30D | +9.7% | -22.8% | +32.5% | +11.6% |
| 3M | -3.8% | -32.4% | +28.6% | -1.4% |
| 6M | +4.8% | -53.4% | +58.2% | +9.4% |
| YTD | -9.1% | -25.9% | +16.8% | -11.7% |
| 1Y | -6.7% | -42.1% | +35.4% | -6.3% |
| All | -6.7% | -44.1% | +37.4% | -6.3% |
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