+3,915.4%
LLY vs PLUG
-99.1%
+4,014.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -7.5% | +3.8% | -3.5% |
| 7D | -0.7% | -4.9% | +4.3% | -0.5% |
| 30D | +17.9% | -27.4% | +45.3% | +19.3% |
| 3M | +16.8% | -35.7% | +52.5% | +18.6% |
| 6M | +38.4% | -59.3% | +97.8% | +42.6% |
| YTD | +27.6% | -31.5% | +59.1% | +28.0% |
| 1Y | +48.3% | -48.9% | +97.2% | +50.2% |
| 3Y | +145.4% | -79.6% | +225.0% | +145.7% |
| 5Y | +438.9% | -96.5% | +535.4% | +466.5% |
| 10Y | +2,101.6% | -4.9% | +2,106.5% | +1,780.6% |
| All | +3,915.4% | -99.1% | +4,014.6% | +3,071.7% |
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 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