+2,034.1%
CAH vs PLUG
-99.1%
+2,133.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.0% | +9.9% | +1.3% |
| 7D | +9.4% | -3.2% | +12.6% | +9.5% |
| 30D | +16.5% | -18.7% | +35.3% | +17.4% |
| 3M | +17.0% | -35.3% | +52.3% | +18.8% |
| 6M | +51.4% | -56.2% | +107.6% | +55.7% |
| YTD | +36.0% | -30.7% | +66.7% | +36.2% |
| 1Y | +36.0% | -46.7% | +82.7% | +37.5% |
| 3Y | +177.5% | -61.3% | +238.8% | +169.4% |
| 5Y | +509.2% | -96.6% | +605.8% | +545.3% |
| 10Y | +408.1% | +1.1% | +407.0% | +318.7% |
| All | +2,034.1% | -99.1% | +2,133.2% | +1,403.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling