-86.8%
PLUG vs JAAA
+29.3%
-116.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +3.8% | +0.1% | +3.7% | +3.6% |
| 30D | +2.8% | +0.5% | +2.4% | +1.8% |
| 3M | -25.4% | +1.2% | -26.7% | -27.5% |
| 6M | -0.5% | +2.7% | -3.2% | -6.1% |
| YTD | +10.2% | +3.2% | +7.0% | +3.2% |
| 1Y | +53.9% | +4.8% | +49.1% | +40.3% |
| 3Y | -72.7% | +19.0% | -91.7% | -78.8% |
| 5Y | -91.4% | +26.8% | -118.2% | -94.1% |
| All | -86.8% | +29.3% | -116.1% | -92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling