+52.8%
PLUG vs BBWI
-54.1%
+106.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +1.8% |
| 7D | -0.9% | +1.5% | -2.4% | -1.4% |
| 30D | +3.3% | -5.2% | +8.5% | +4.3% |
| 3M | -39.7% | +11.1% | -50.8% | -43.2% |
| 6M | -12.5% | -13.4% | +0.9% | -11.1% |
| YTD | +10.2% | +0.1% | +10.1% | +5.6% |
| 1Y | +50.7% | -36.1% | +86.8% | +66.7% |
| 3Y | -74.5% | -44.1% | -30.4% | -71.1% |
| 5Y | -91.8% | -66.2% | -25.5% | -89.4% |
| All | +52.8% | -54.1% | +106.9% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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