-55.4%
PLUG vs AZO
-15.7%
-39.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.2% | -10.7% | -10.4% |
| 7D | -23.4% | +1.3% | -24.8% | -23.0% |
| 30D | -23.4% | +12.0% | -35.4% | -19.2% |
| 3M | -51.7% | +7.2% | -59.0% | -50.0% |
| 6M | -72.0% | -3.2% | -68.8% | -71.9% |
| YTD | -43.7% | -3.9% | -39.8% | -43.4% |
| 1Y | -55.4% | -14.7% | -40.8% | -57.9% |
| All | -55.4% | -15.7% | -39.7% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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