+5,334.6%
MCK vs PLUG
-98.6%
+5,433.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.1% | -6.2% | -2.2% |
| 7D | -1.9% | +8.1% | -10.1% | -2.2% |
| 30D | +2.4% | +3.7% | -1.3% | +2.2% |
| 3M | +16.1% | -29.2% | +45.3% | +17.2% |
| 6M | -3.1% | +6.1% | -9.2% | -3.8% |
| YTD | +8.7% | +14.7% | -6.0% | +7.2% |
| 1Y | +28.1% | +56.9% | -28.9% | +23.7% |
| 3Y | +114.1% | -71.6% | +185.7% | +111.4% |
| 5Y | +342.5% | -91.0% | +433.6% | +346.5% |
| 10Y | +424.1% | +55.9% | +368.3% | +336.8% |
| All | +5,334.6% | -98.6% | +5,433.1% | +4,146.7% |
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