+35.0%
CAH vs PLUG
-44.1%
+79.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.5% | 0.0% | +3.7% |
| 7D | +7.0% | +2.8% | +4.2% | +7.2% |
| 30D | +12.4% | -22.8% | +35.1% | +11.1% |
| 3M | +12.2% | -32.4% | +44.6% | +10.4% |
| 6M | +33.2% | -53.4% | +86.6% | +29.5% |
| YTD | +28.4% | -25.9% | +54.3% | +28.0% |
| 1Y | +35.0% | -42.1% | +77.1% | +33.8% |
| All | +35.0% | -44.1% | +79.1% | +33.8% |
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