+2,006.3%
LLY vs PLUG
+25.0%
+1,981.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.4% | +0.8% | +4.2% |
| 7D | +0.1% | +14.5% | -14.4% | -0.3% |
| 30D | +19.7% | -10.7% | +30.4% | +20.0% |
| 3M | +19.3% | -31.2% | +50.4% | +20.3% |
| 6M | +49.3% | -51.9% | +101.3% | +51.8% |
| YTD | +32.0% | -23.9% | +55.9% | +31.8% |
| 1Y | +53.7% | -43.4% | +97.1% | +54.7% |
| 3Y | +143.7% | -74.7% | +218.5% | +143.0% |
| 5Y | +463.9% | -96.3% | +560.2% | +489.3% |
| 10Y | +2,006.3% | +20.0% | +1,986.3% | +1,762.7% |
| All | +2,006.3% | +25.0% | +1,981.3% | +1,762.7% |
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