-73.2%
PLUG vs BUD
+201.1%
-274.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.7% | +2.8% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | +3.3% | -5.7% | +9.0% | +6.0% |
| 3M | -39.7% | +3.1% | -42.8% | -41.1% |
| 6M | -12.5% | +7.9% | -20.4% | -16.4% |
| YTD | +10.2% | +27.3% | -17.2% | -3.8% |
| 1Y | +50.7% | +37.8% | +12.9% | +25.7% |
| 3Y | -74.5% | +49.8% | -124.3% | -79.7% |
| 5Y | -91.8% | +43.8% | -135.6% | -93.4% |
| 10Y | +43.7% | -22.6% | +66.3% | +32.8% |
| All | -73.2% | +201.1% | -274.3% | -86.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling