-19.6%
BX vs PLUG
+53.7%
-73.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.1% | -5.7% | -1.8% |
| 7D | -2.0% | +8.1% | -10.1% | -2.4% |
| 30D | -2.3% | +3.7% | -6.0% | -2.5% |
| 3M | +18.5% | -29.2% | +47.7% | +20.4% |
| 6M | +23.7% | +6.1% | +17.6% | +21.4% |
| YTD | -10.4% | +14.7% | -25.1% | -12.7% |
| 1Y | -19.6% | +56.9% | -76.5% | -20.5% |
| All | -19.6% | +53.7% | -73.3% | -20.5% |
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