-97.3%
PLUG vs BUD
+51.6%
-149.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +1.1% | -11.6% | -11.0% |
| 7D | -23.4% | +1.0% | -24.5% | -23.9% |
| 30D | -23.4% | +6.7% | -30.1% | -26.4% |
| 3M | -51.7% | +5.7% | -57.4% | -53.5% |
| 6M | -72.0% | +5.8% | -77.8% | -73.3% |
| YTD | -43.7% | +34.4% | -78.1% | -54.2% |
| 1Y | -55.4% | +33.3% | -88.7% | -63.6% |
| 3Y | -68.0% | +48.8% | -116.8% | -76.5% |
| All | -97.3% | +51.6% | -149.0% | -98.2% |
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