-97.3%
PLUG vs BEN
+28.2%
-125.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.4% | -10.9% | -10.9% |
| 7D | -23.4% | +6.8% | -30.2% | -28.6% |
| 30D | -23.4% | +18.0% | -41.4% | -35.2% |
| 3M | -51.7% | +7.5% | -59.2% | -55.0% |
| 6M | -72.0% | +14.7% | -86.7% | -75.9% |
| YTD | -43.7% | +56.1% | -99.7% | -65.7% |
| 1Y | -55.4% | +69.6% | -125.0% | -75.2% |
| 3Y | -68.0% | +87.7% | -155.7% | -85.1% |
| All | -97.3% | +28.2% | -125.6% | -98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling