+15.1%
PLUG vs BUD
-9.0%
+24.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.5% | +8.9% | +8.2% |
| 7D | +5.8% | +4.5% | +1.4% | +2.9% |
| 30D | -18.5% | +12.5% | -31.1% | -24.3% |
| 3M | -30.0% | 0.0% | -29.9% | -30.8% |
| 6M | -56.2% | +3.8% | -60.0% | -57.9% |
| YTD | -26.4% | +33.1% | -59.4% | -39.7% |
| 1Y | -42.2% | +35.5% | -77.7% | -53.2% |
| 3Y | -76.8% | +49.4% | -126.2% | -82.7% |
| 5Y | -96.2% | +48.0% | -144.3% | -97.2% |
| All | +15.1% | -9.0% | +24.1% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling