-91.9%
PLUG vs JBL
+405.9%
-497.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +1.9% |
| 7D | -0.9% | +3.0% | -3.9% | -2.6% |
| 30D | +3.3% | -8.3% | +11.6% | +8.4% |
| 3M | -39.7% | -16.9% | -22.8% | -33.4% |
| 6M | -12.5% | +21.8% | -34.3% | -23.8% |
| YTD | +10.2% | +36.3% | -26.2% | -11.6% |
| 1Y | +50.7% | +49.5% | +1.2% | +12.1% |
| 3Y | -74.5% | +170.6% | -245.1% | -89.6% |
| All | -91.9% | +405.9% | -497.8% | -98.3% |
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