-74.7%
PLUG vs BDX
+22.8%
-97.5%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.9% | +3.1% |
| 7D | +14.5% | +8.4% | +6.1% | +12.1% |
| 30D | -10.7% | +17.1% | -27.9% | -14.3% |
| 3M | -31.2% | +22.4% | -53.6% | -34.8% |
| 6M | -51.9% | +45.9% | -97.8% | -57.3% |
| YTD | -23.9% | +43.8% | -67.7% | -33.1% |
| 1Y | -43.4% | +57.8% | -101.2% | -52.9% |
| 3Y | -74.7% | +25.4% | -100.1% | -72.9% |
| All | -74.7% | +22.8% | -97.5% | -72.9% |
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