-74.7%
PLUG vs JBL
+100.3%
-175.0%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.6% | -2.2% | +1.2% |
| 7D | +14.5% | -5.2% | +19.7% | +16.8% |
| 30D | -10.7% | -17.5% | +6.8% | -3.9% |
| 3M | -31.2% | -26.0% | -5.2% | -23.3% |
| 6M | -51.9% | -28.9% | -23.1% | -45.9% |
| YTD | -23.9% | +10.8% | -34.7% | -27.4% |
| 1Y | -43.4% | +18.3% | -61.7% | -47.4% |
| 3Y | -74.7% | +102.2% | -176.9% | -82.6% |
| All | -74.7% | +100.3% | -175.0% | -82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling