-73.8%
PLUG vs JBL
+181.2%
-254.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.3% |
| 7D | -0.9% | +3.0% | -3.9% | -2.0% |
| 30D | +3.3% | -8.3% | +11.6% | +6.6% |
| 3M | -39.7% | -16.9% | -22.8% | -35.8% |
| 6M | -12.5% | +21.8% | -34.3% | -18.4% |
| YTD | +10.2% | +36.3% | -26.2% | -1.7% |
| 1Y | +50.7% | +49.5% | +1.2% | +29.5% |
| All | -73.8% | +181.2% | -254.9% | -82.1% |
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