-96.3%
PLUG vs BUD
+51.0%
-147.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +2.8% |
| 7D | +14.5% | +1.3% | +13.2% | +13.5% |
| 30D | -10.7% | +10.0% | -20.7% | -15.5% |
| 3M | -31.2% | +1.6% | -32.8% | -32.3% |
| 6M | -51.9% | +6.5% | -58.4% | -54.2% |
| YTD | -23.9% | +34.8% | -58.7% | -38.1% |
| 1Y | -43.4% | +36.5% | -79.9% | -54.4% |
| 3Y | -74.7% | +49.0% | -123.7% | -81.3% |
| 5Y | -96.3% | +51.7% | -148.0% | -97.5% |
| All | -96.3% | +51.0% | -147.3% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling