+39.1%
MDT vs PLUG
+56.9%
-17.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.1% | -6.0% | -2.1% |
| 7D | +0.4% | +8.1% | -7.8% | 0.0% |
| 30D | +6.0% | +3.7% | +2.3% | +5.8% |
| 3M | +15.5% | -29.2% | +44.7% | +17.0% |
| 6M | +3.4% | +6.1% | -2.7% | +2.2% |
| YTD | -2.2% | +14.7% | -16.9% | -4.2% |
| 1Y | +2.6% | +56.9% | -54.4% | -2.1% |
| 3Y | +27.5% | -71.6% | +99.1% | +26.3% |
| 5Y | -20.1% | -91.0% | +71.0% | -17.9% |
| 10Y | +39.1% | +55.9% | -16.8% | +17.2% |
| All | +39.1% | +56.9% | -17.9% | +17.2% |
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