+955.4%
WMT vs PLUG
-99.1%
+1,054.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +7.4% | -9.1% | -1.9% |
| 7D | +1.6% | +5.8% | -4.2% | +1.4% |
| 30D | +16.1% | -18.5% | +34.6% | +16.7% |
| 3M | +12.3% | -30.0% | +42.2% | +13.3% |
| 6M | -3.1% | -56.2% | +53.1% | -1.0% |
| YTD | +13.4% | -26.4% | +39.8% | +13.3% |
| 1Y | +24.5% | -42.2% | +66.7% | +25.2% |
| 3Y | +135.7% | -76.8% | +212.5% | +134.6% |
| 5Y | +166.8% | -96.2% | +263.1% | +177.4% |
| 10Y | +543.4% | +2.1% | +541.3% | +461.5% |
| All | +955.4% | -99.1% | +1,054.5% | +792.8% |
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