+7.1%
MDLZ vs PLUG
-79.9%
+86.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.5% | +6.7% | -0.9% |
| 7D | +6.9% | -4.9% | +11.8% | +6.9% |
| 30D | +12.1% | -27.4% | +39.5% | +12.0% |
| 3M | +7.7% | -35.7% | +43.4% | +7.6% |
| 6M | +10.8% | -59.3% | +70.1% | +10.9% |
| YTD | +27.4% | -31.5% | +58.8% | +27.2% |
| 1Y | +23.5% | -48.9% | +72.4% | +23.5% |
| All | +7.1% | -79.9% | +86.9% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling