+26.0%
WMT vs PLUG
-58.9%
+84.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -10.5% | +12.0% | +1.1% |
| 7D | +2.0% | -23.4% | +25.5% | +1.0% |
| 30D | +10.3% | -23.4% | +33.7% | +9.3% |
| 3M | +11.0% | -51.7% | +62.7% | +8.5% |
| 6M | -2.3% | -72.0% | +69.6% | -4.7% |
| YTD | +15.7% | -43.7% | +59.4% | +10.5% |
| 1Y | +26.0% | -55.4% | +81.4% | +21.3% |
| All | +26.0% | -58.9% | +84.9% | +21.3% |
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