+92.2%
MDLZ vs PLUG
+25.0%
+67.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.4% | -2.8% | +0.6% |
| 7D | +0.1% | +14.5% | -14.4% | -0.2% |
| 30D | +10.0% | -10.7% | +20.7% | +10.2% |
| 3M | +7.1% | -31.2% | +38.2% | +7.8% |
| 6M | +9.8% | -51.9% | +61.7% | +11.3% |
| YTD | +26.6% | -23.9% | +50.5% | +26.5% |
| 1Y | +20.3% | -43.4% | +63.7% | +21.0% |
| 3Y | +5.4% | -74.7% | +80.1% | +5.3% |
| 5Y | +22.2% | -96.3% | +118.5% | +28.3% |
| 10Y | +92.2% | +20.0% | +72.2% | +62.2% |
| All | +92.2% | +25.0% | +67.2% | +62.2% |
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