-74.6%
PLUG vs BEN
+52.7%
-127.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.5% | -0.7% | +0.1% |
| 7D | -0.9% | +0.2% | -1.1% | -1.1% |
| 30D | +3.3% | -0.5% | +3.9% | +3.7% |
| 3M | -39.7% | +9.7% | -49.4% | -44.2% |
| 6M | -12.5% | +33.9% | -46.4% | -31.5% |
| YTD | +10.2% | +49.0% | -38.8% | -22.1% |
| 1Y | +50.7% | +42.1% | +8.6% | +10.7% |
| All | -74.6% | +52.7% | -127.3% | -84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling