+710.1%
BX vs PLUG
+25.0%
+685.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.4% | +0.4% | +3.4% |
| 7D | +3.3% | +14.5% | -11.2% | +1.5% |
| 30D | +9.6% | -10.7% | +20.3% | +11.0% |
| 3M | -8.7% | -31.2% | +22.5% | -4.7% |
| 6M | +2.2% | -51.9% | +54.1% | +10.3% |
| YTD | -16.2% | -23.9% | +7.7% | -16.2% |
| 1Y | -11.5% | -43.4% | +31.9% | -8.6% |
| 3Y | +41.0% | -74.7% | +115.7% | +38.9% |
| 5Y | +1.1% | -96.3% | +97.4% | +23.7% |
| 10Y | +710.1% | +20.0% | +690.1% | +606.4% |
| All | +710.1% | +25.0% | +685.1% | +606.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling