-96.5%
PLUG vs JAAA
+27.4%
-123.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.3% |
| 7D | +5.8% | +0.2% | +5.7% | +5.5% |
| 30D | -18.5% | +0.4% | -19.0% | -19.2% |
| 3M | -30.0% | +1.2% | -31.2% | -31.6% |
| 6M | -56.2% | +2.3% | -58.5% | -58.2% |
| YTD | -26.4% | +3.9% | -30.3% | -31.4% |
| 1Y | -42.2% | +4.8% | -47.1% | -46.9% |
| 3Y | -76.8% | +18.5% | -95.4% | -80.7% |
| All | -96.5% | +27.4% | -123.9% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling