-96.3%
PLUG vs JBL
+299.1%
-395.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.6% | -2.2% | +0.2% |
| 7D | +14.5% | -5.2% | +19.7% | +18.0% |
| 30D | -10.7% | -17.5% | +6.8% | -0.3% |
| 3M | -31.2% | -26.0% | -5.2% | -19.2% |
| 6M | -51.9% | -28.9% | -23.1% | -42.7% |
| YTD | -23.9% | +10.8% | -34.7% | -32.3% |
| 1Y | -43.4% | +18.3% | -61.7% | -52.0% |
| 3Y | -74.7% | +102.2% | -176.9% | -87.6% |
| 5Y | -96.3% | +303.2% | -399.5% | -99.2% |
| All | -96.3% | +299.1% | -395.5% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling