-7.5%
PLUG vs BEN
+60.1%
-67.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.8% |
| 7D | -6.8% | +7.2% | -14.0% | -11.6% |
| 30D | -16.0% | +14.1% | -30.2% | -23.9% |
| 3M | -38.7% | +9.9% | -48.7% | -42.8% |
| 6M | -61.4% | +17.4% | -78.8% | -65.9% |
| YTD | -31.0% | +57.3% | -88.3% | -51.8% |
| 1Y | -46.2% | +66.9% | -113.2% | -64.1% |
| 3Y | -61.5% | +85.7% | -147.1% | -76.5% |
| 5Y | -96.9% | +31.2% | -128.1% | -97.5% |
| 10Y | -7.5% | +61.0% | -68.5% | -42.8% |
| All | -7.5% | +60.1% | -67.5% | -42.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling