-91.9%
PLUG vs BHP
+115.8%
-207.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.2% | +3.1% |
| 7D | -0.9% | -2.9% | +2.0% | +1.4% |
| 30D | +3.3% | +3.4% | 0.0% | +0.6% |
| 3M | -39.7% | +4.1% | -43.8% | -41.9% |
| 6M | -12.5% | +20.6% | -33.1% | -25.0% |
| YTD | +10.2% | +56.1% | -45.9% | -25.0% |
| 1Y | +50.7% | +69.6% | -18.9% | -4.0% |
| 3Y | -74.5% | +78.8% | -153.3% | -84.0% |
| All | -91.9% | +115.8% | -207.7% | -95.6% |
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