+54.5%
AZN vs PLUG
-91.6%
+146.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.1% | -5.8% | -1.8% |
| 7D | -1.5% | +8.1% | -9.6% | -1.8% |
| 30D | -0.9% | +3.7% | -4.5% | -1.0% |
| 3M | -11.8% | -29.2% | +17.3% | -10.9% |
| 6M | -17.6% | +6.1% | -23.7% | -18.3% |
| YTD | -12.0% | +14.7% | -26.8% | -13.4% |
| 1Y | -0.9% | +56.9% | -57.8% | -4.2% |
| 3Y | +23.7% | -71.6% | +95.3% | +24.2% |
| 5Y | +54.5% | -91.0% | +145.6% | +69.7% |
| All | +54.5% | -91.6% | +146.1% | +69.7% |
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 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