+2.6%
MDT vs PLUG
+53.7%
-51.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.1% | -6.0% | -1.8% |
| 7D | +0.4% | +8.1% | -7.8% | +0.5% |
| 30D | +6.0% | +3.7% | +2.3% | +6.1% |
| 3M | +15.5% | -29.2% | +44.7% | +15.5% |
| 6M | +3.4% | +6.1% | -2.7% | +2.1% |
| YTD | -2.2% | +14.7% | -16.9% | -3.7% |
| 1Y | +2.6% | +56.9% | -54.4% | +0.7% |
| All | +2.6% | +53.7% | -51.2% | +0.7% |
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 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