-91.4%
PLUG vs AZO
+86.9%
-178.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.9% |
| 7D | +3.8% | -0.8% | +4.6% | +3.9% |
| 30D | +2.8% | -5.1% | +8.0% | +3.2% |
| 3M | -25.4% | -7.2% | -18.2% | -25.1% |
| 6M | -0.5% | -20.7% | +20.3% | +1.7% |
| YTD | +10.2% | -14.2% | +24.3% | +10.1% |
| 1Y | +53.9% | -32.2% | +86.1% | +62.2% |
| 3Y | -72.7% | +11.1% | -83.9% | -76.9% |
| 5Y | -91.4% | +87.6% | -179.0% | -93.8% |
| All | -91.4% | +86.9% | -178.3% | -93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling