-96.5%
PLUG vs BHP
+120.8%
-217.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.7% | +5.7% | +6.1% |
| 7D | +5.8% | +0.9% | +4.9% | +5.0% |
| 30D | -18.5% | -6.3% | -12.3% | -14.4% |
| 3M | -30.0% | -7.1% | -22.8% | -25.8% |
| 6M | -56.2% | -3.2% | -53.0% | -55.1% |
| YTD | -26.4% | +37.9% | -64.3% | -45.4% |
| 1Y | -42.2% | +49.7% | -91.9% | -60.1% |
| 3Y | -76.8% | +51.7% | -128.5% | -83.9% |
| All | -96.5% | +120.8% | -217.2% | -98.2% |
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