+17.7%
INTC vs PLUG
-96.4%
+114.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +7.4% | +0.3% | +6.6% |
| 7D | -14.4% | +5.8% | -20.3% | -15.0% |
| 30D | -50.2% | -18.5% | -31.7% | -48.6% |
| 3M | -43.6% | -30.0% | -13.7% | -40.6% |
| 6M | -50.2% | -56.2% | +6.0% | -44.4% |
| YTD | +52.5% | -26.4% | +78.9% | +57.8% |
| 1Y | +51.1% | -42.2% | +93.4% | +60.4% |
| 3Y | +50.3% | -76.8% | +127.1% | +55.5% |
| All | +17.7% | -96.4% | +114.1% | +59.0% |
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