+168.5%
WMT vs PLUG
-96.4%
+264.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +7.4% | -9.1% | -1.8% |
| 7D | +1.6% | +5.8% | -4.2% | +1.6% |
| 30D | +16.1% | -18.5% | +34.6% | +16.2% |
| 3M | +12.3% | -30.0% | +42.2% | +12.5% |
| 6M | -3.1% | -56.2% | +53.1% | -2.6% |
| YTD | +13.4% | -26.4% | +39.8% | +13.0% |
| 1Y | +24.5% | -42.2% | +66.7% | +24.3% |
| 3Y | +135.7% | -76.8% | +212.5% | +135.3% |
| All | +168.5% | -96.4% | +264.9% | +169.2% |
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