+38.7%
KMB vs PLUG
+25.0%
+13.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.2% | +3.2% |
| 7D | +3.4% | +14.5% | -11.1% | +3.4% |
| 30D | +14.7% | -10.7% | +25.4% | +14.7% |
| 3M | +3.3% | -31.2% | +34.5% | +3.3% |
| 6M | +16.8% | -51.9% | +68.7% | +16.9% |
| YTD | +15.2% | -23.9% | +39.1% | +15.1% |
| 1Y | +13.3% | -43.4% | +56.7% | +13.3% |
| 3Y | +5.4% | -74.7% | +80.1% | +5.4% |
| 5Y | +2.7% | -96.3% | +99.0% | +3.6% |
| 10Y | +38.7% | +20.0% | +18.7% | +27.9% |
| All | +38.7% | +25.0% | +13.7% | +27.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling