+28.4%
PFE vs PLUG
-53.4%
+81.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.0% | +9.4% | +0.4% |
| 7D | -0.7% | -3.2% | +2.5% | -0.7% |
| 30D | +5.3% | -18.7% | +24.1% | +5.2% |
| 3M | +10.1% | -35.3% | +45.4% | +9.9% |
| 6M | +18.0% | -56.2% | +74.3% | +18.0% |
| YTD | +25.8% | -30.7% | +56.5% | +23.8% |
| 1Y | +28.4% | -46.7% | +75.1% | +30.0% |
| All | +28.4% | -53.4% | +81.9% | +30.0% |
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