+1.1%
PLUG vs JBL
+1,127.6%
-1,126.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.1% | -7.9% | -8.4% |
| 7D | -3.2% | -8.1% | +4.9% | +1.5% |
| 30D | -18.7% | -18.4% | -0.3% | -8.8% |
| 3M | -35.3% | -25.8% | -9.5% | -24.3% |
| 6M | -56.2% | -29.6% | -26.6% | -47.5% |
| YTD | -30.7% | +9.6% | -40.4% | -37.4% |
| 1Y | -46.7% | +14.1% | -60.7% | -53.2% |
| 3Y | -61.3% | +95.9% | -157.2% | -78.1% |
| 5Y | -96.6% | +298.3% | -394.9% | -98.8% |
| 10Y | +1.1% | +1,150.1% | -1,149.0% | -77.8% |
| All | +1.1% | +1,127.6% | -1,126.5% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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