-73.8%
PLUG vs BDX
-6.9%
-66.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.4% | +3.3% |
| 7D | -0.9% | -2.5% | +1.6% | -0.2% |
| 30D | +3.3% | +8.3% | -4.9% | +1.1% |
| 3M | -39.7% | +24.4% | -64.1% | -43.9% |
| 6M | -12.5% | +9.2% | -21.7% | -13.5% |
| YTD | +10.2% | +22.7% | -12.6% | +1.0% |
| 1Y | +50.7% | +25.9% | +24.8% | +36.6% |
| All | -73.8% | -6.9% | -66.8% | -75.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling