+24.4%
MDLZ vs PLUG
-44.1%
+68.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.5% | -0.1% | +3.6% |
| 7D | +8.9% | +2.8% | +6.1% | +9.0% |
| 30D | +15.2% | -22.8% | +38.0% | +14.7% |
| 3M | +9.5% | -32.4% | +41.9% | +8.8% |
| 6M | +11.7% | -53.4% | +65.0% | +10.9% |
| YTD | +28.4% | -25.9% | +54.3% | +27.7% |
| 1Y | +24.4% | -42.1% | +66.5% | +25.1% |
| All | +24.4% | -44.1% | +68.5% | +25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling