-99.1%
PLUG vs BEN
+551.9%
-651.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.7% | +2.7% | +4.0% |
| 7D | +5.8% | +6.6% | -0.8% | +1.3% |
| 30D | -18.5% | +3.8% | -22.4% | -20.4% |
| 3M | -30.0% | +0.2% | -30.2% | -29.7% |
| 6M | -56.2% | +10.4% | -66.6% | -59.2% |
| YTD | -26.4% | +46.2% | -72.6% | -44.8% |
| 1Y | -42.2% | +52.3% | -94.5% | -58.0% |
| 3Y | -76.8% | +65.9% | -142.8% | -84.3% |
| 5Y | -96.2% | +20.6% | -116.8% | -96.6% |
| 10Y | +2.1% | +64.8% | -62.7% | -34.6% |
| All | -99.1% | +551.9% | -651.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling