-61.4%
PLUG vs AZO
-6.9%
-54.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.4% | -0.5% |
| 7D | -6.8% | -2.6% | -4.2% | -7.9% |
| 30D | -16.0% | +11.7% | -27.7% | -12.0% |
| 3M | -38.7% | +6.4% | -45.2% | -37.2% |
| 6M | -61.4% | -5.5% | -55.8% | -63.0% |
| All | -61.4% | -6.9% | -54.5% | -63.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling