-83.3%
PLUG vs BUD
+219.3%
-302.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +1.8% | -9.4% | -8.4% |
| 7D | -4.9% | +7.1% | -12.1% | -8.2% |
| 30D | -27.4% | +12.7% | -40.1% | -31.8% |
| 3M | -35.7% | 0.0% | -35.7% | -36.3% |
| 6M | -59.3% | +7.6% | -66.9% | -61.3% |
| YTD | -31.5% | +35.0% | -66.5% | -42.2% |
| 1Y | -48.9% | +37.6% | -86.4% | -57.3% |
| 3Y | -79.6% | +51.5% | -131.1% | -84.0% |
| 5Y | -96.5% | +50.2% | -146.7% | -97.2% |
| 10Y | -4.9% | -7.2% | +2.3% | -18.4% |
| All | -83.3% | +219.3% | -302.6% | -91.9% |
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 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