+27.8%
INTC vs PLUG
-97.5%
+125.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -10.5% | +8.0% | -1.0% |
| 7D | +6.0% | -23.4% | +29.5% | +10.2% |
| 30D | -39.2% | -23.4% | -15.7% | -36.6% |
| 3M | -42.9% | -51.7% | +8.8% | -36.6% |
| 6M | -50.4% | -72.0% | +21.6% | -41.0% |
| YTD | +61.7% | -43.7% | +105.3% | +73.8% |
| 1Y | +66.1% | -55.4% | +121.6% | +83.2% |
| 3Y | +58.1% | -68.0% | +126.2% | +57.8% |
| All | +27.8% | -97.5% | +125.3% | +85.1% |
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 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