+3,663.5%
PANW vs PLUG
+87.1%
+3,576.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.2% |
| 7D | -10.3% | -0.9% | -9.4% | -10.3% |
| 30D | -8.1% | +3.3% | -11.4% | -8.4% |
| 3M | +19.3% | -39.7% | +59.1% | +23.4% |
| 6M | +110.2% | -12.5% | +122.7% | +110.4% |
| YTD | +80.9% | +10.2% | +70.8% | +77.2% |
| 1Y | +73.3% | +50.7% | +22.6% | +63.5% |
| 3Y | +174.6% | -74.5% | +249.1% | +172.9% |
| 5Y | +327.1% | -91.8% | +418.8% | +350.0% |
| 10Y | +1,277.3% | +43.7% | +1,233.6% | +1,080.9% |
| All | +3,663.5% | +87.1% | +3,576.5% | +3,093.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling