+5,756.8%
LMT vs PLUG
-99.0%
+5,855.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.4% | +0.3% | +3.6% |
| 7D | -8.5% | +14.5% | -23.0% | -8.9% |
| 30D | +15.4% | -10.7% | +26.1% | +15.7% |
| 3M | +0.7% | -31.2% | +31.9% | +1.4% |
| 6M | +17.6% | -51.9% | +69.5% | +19.3% |
| YTD | +23.8% | -23.9% | +47.7% | +23.7% |
| 1Y | +31.6% | -43.4% | +75.0% | +32.4% |
| 3Y | +44.0% | -74.7% | +118.7% | +43.3% |
| 5Y | +98.8% | -96.3% | +195.1% | +105.5% |
| 10Y | +202.1% | +20.0% | +182.1% | +169.7% |
| All | +5,756.8% | -99.0% | +5,855.9% | +5,086.7% |
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