+45.3%
MO vs PLUG
-44.1%
+89.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.2% | +1.6% |
| 7D | +6.9% | +2.8% | +4.1% | +7.1% |
| 30D | +14.9% | -22.8% | +37.7% | +13.3% |
| 3M | +16.4% | -32.4% | +48.8% | +14.1% |
| 6M | +9.6% | -53.4% | +62.9% | +7.0% |
| YTD | +41.8% | -25.9% | +67.7% | +39.6% |
| 1Y | +45.3% | -42.1% | +87.4% | +43.0% |
| All | +45.3% | -44.1% | +89.4% | +43.0% |
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