-91.0%
PLUG vs BHP
+121.9%
-212.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +2.8% |
| 7D | +8.1% | +1.3% | +6.9% | +7.1% |
| 30D | +3.7% | +4.0% | -0.3% | +0.5% |
| 3M | -29.2% | +12.3% | -41.5% | -35.9% |
| 6M | +6.1% | +30.8% | -24.7% | -14.8% |
| YTD | +14.7% | +58.8% | -44.0% | -22.8% |
| 1Y | +56.9% | +76.8% | -19.9% | -3.1% |
| 3Y | -71.6% | +87.5% | -159.1% | -82.8% |
| 5Y | -91.0% | +123.9% | -214.9% | -95.1% |
| All | -91.0% | +121.9% | -212.9% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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