-99.2%
PLUG vs BBWI
+331.0%
-430.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -6.2% | -1.3% | -5.1% |
| 7D | -4.9% | -3.1% | -1.9% | -3.8% |
| 30D | -27.4% | +23.1% | -50.6% | -33.4% |
| 3M | -35.7% | +7.3% | -43.0% | -38.9% |
| 6M | -59.3% | +22.6% | -81.9% | -63.9% |
| YTD | -31.5% | +13.3% | -44.8% | -38.5% |
| 1Y | -48.9% | -2.6% | -46.3% | -52.5% |
| 3Y | -79.6% | -25.9% | -53.7% | -79.4% |
| 5Y | -96.5% | -66.7% | -29.8% | -95.3% |
| 10Y | -4.9% | -41.6% | +36.6% | -15.6% |
| All | -99.2% | +331.0% | -430.1% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling