-46.2%
PLUG vs BWA
+14.3%
-60.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.3% |
| 7D | -6.8% | +1.7% | -8.6% | -7.3% |
| 30D | -16.0% | -14.6% | -1.4% | -11.3% |
| 3M | -38.7% | -26.2% | -12.5% | -32.2% |
| 6M | -61.4% | -18.4% | -42.9% | -57.8% |
| YTD | -31.0% | +14.7% | -45.6% | -40.6% |
| 1Y | -46.2% | +13.3% | -59.6% | -53.1% |
| All | -46.2% | +14.3% | -60.5% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling