-46.7%
PLUG vs BDX
+56.8%
-103.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.2% | -7.8% | -9.4% |
| 7D | -3.2% | +7.3% | -10.5% | -1.0% |
| 30D | -18.7% | +15.7% | -34.5% | -14.5% |
| 3M | -35.3% | +19.1% | -54.4% | -31.1% |
| 6M | -56.2% | +44.1% | -100.4% | -48.9% |
| YTD | -30.7% | +42.1% | -72.8% | -24.2% |
| 1Y | -46.7% | +52.6% | -99.3% | -45.7% |
| All | -46.7% | +56.8% | -103.5% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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