+50.0%
BMY vs PLUG
+45.6%
+4.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -1.9% |
| 7D | +0.4% | -0.9% | +1.3% | +0.4% |
| 30D | +5.0% | +3.3% | +1.7% | +5.0% |
| 3M | +19.4% | -39.7% | +59.1% | +19.9% |
| 6M | +9.5% | -12.5% | +22.0% | +8.6% |
| YTD | +28.1% | +10.2% | +17.9% | +25.6% |
| 1Y | +50.0% | +50.7% | -0.7% | +36.5% |
| All | +50.0% | +45.6% | +4.3% | +36.5% |
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