+50.7%
PLUG vs BUD
+36.8%
+13.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.7% | +2.9% |
| 7D | -0.9% | +0.3% | -1.2% | -0.9% |
| 30D | +3.3% | -5.7% | +9.0% | +1.8% |
| 3M | -39.7% | +3.1% | -42.8% | -39.1% |
| 6M | -12.5% | +7.9% | -20.4% | -13.2% |
| YTD | +10.2% | +27.3% | -17.2% | +22.7% |
| 1Y | +50.7% | +37.8% | +12.9% | +102.9% |
| All | +50.7% | +36.8% | +13.9% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling