+55.9%
PLUG vs JBL
+1,439.8%
-1,383.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.6% | +3.8% |
| 7D | +8.1% | +4.4% | +3.7% | +5.5% |
| 30D | +3.7% | -8.4% | +12.1% | +8.9% |
| 3M | -29.2% | -14.2% | -15.0% | -23.3% |
| 6M | +6.1% | +29.6% | -23.5% | -10.6% |
| YTD | +14.7% | +37.1% | -22.4% | -7.5% |
| 1Y | +56.9% | +49.5% | +7.5% | +18.1% |
| 3Y | -71.6% | +192.7% | -264.3% | -87.7% |
| 5Y | -91.0% | +411.3% | -502.4% | -97.3% |
| 10Y | +55.9% | +1,447.6% | -1,391.8% | -70.2% |
| All | +55.9% | +1,439.8% | -1,383.9% | -70.2% |
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