+25.3%
REGN vs PLUG
-91.5%
+116.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | -0.1% |
| 7D | -5.2% | +3.8% | -9.0% | -5.4% |
| 30D | +0.1% | +2.8% | -2.8% | -0.1% |
| 3M | +31.2% | -25.4% | +56.7% | +33.0% |
| 6M | +3.6% | -0.5% | +4.1% | +2.6% |
| YTD | +5.0% | +10.2% | -5.1% | +2.8% |
| 1Y | +45.9% | +53.9% | -8.0% | +38.0% |
| 3Y | -1.9% | -72.7% | +70.9% | -2.9% |
| All | +25.3% | -91.5% | +116.9% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling