-42.1%
PLUG vs BEN
+56.2%
-98.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.1% | +0.9% |
| 7D | +2.8% | +6.7% | -3.9% | -0.9% |
| 30D | -22.8% | +3.0% | -25.8% | -24.1% |
| 3M | -32.4% | -4.3% | -28.1% | -31.2% |
| 6M | -53.4% | +16.4% | -69.7% | -56.2% |
| YTD | -25.9% | +46.8% | -72.7% | -37.5% |
| 1Y | -42.1% | +57.3% | -99.4% | -53.4% |
| All | -42.1% | +56.2% | -98.3% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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