-91.0%
PLUG vs BDX
-1.5%
-89.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.1% | +7.2% | +5.3% |
| 7D | +8.1% | -4.3% | +12.4% | +9.8% |
| 30D | +3.7% | +1.3% | +2.4% | +3.1% |
| 3M | -29.2% | +20.2% | -49.4% | -34.8% |
| 6M | +6.1% | +8.6% | -2.5% | +2.0% |
| YTD | +14.7% | +19.0% | -4.2% | +3.9% |
| 1Y | +56.9% | +21.2% | +35.8% | +41.0% |
| 3Y | -71.6% | -9.7% | -61.9% | -71.2% |
| 5Y | -91.0% | -3.4% | -87.6% | -91.3% |
| All | -91.0% | -1.5% | -89.6% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling