+55.8%
AZN vs PLUG
-63.0%
+118.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.7% | +7.3% | -1.2% |
| 7D | +1.6% | -2.8% | +4.4% | +1.6% |
| 30D | +17.3% | -18.5% | +35.8% | +17.9% |
| 3M | +15.3% | -35.1% | +50.4% | +16.5% |
| 6M | +2.1% | -56.1% | +58.2% | +4.0% |
| YTD | +2.6% | -30.5% | +33.1% | +2.6% |
| 1Y | +7.9% | -46.5% | +54.3% | +8.6% |
| 3Y | +55.8% | -61.2% | +117.0% | +55.1% |
| All | +55.8% | -63.0% | +118.8% | +55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling