-98.6%
PLUG vs JBL
+1,433.6%
-1,532.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.1% |
| 7D | -0.9% | +3.0% | -3.9% | -2.3% |
| 30D | +3.3% | -8.3% | +11.6% | +7.5% |
| 3M | -39.7% | -16.9% | -22.8% | -34.4% |
| 6M | -12.5% | +21.8% | -34.3% | -21.2% |
| YTD | +10.2% | +36.3% | -26.2% | -6.8% |
| 1Y | +50.7% | +49.5% | +1.2% | +20.6% |
| 3Y | -74.5% | +170.6% | -245.1% | -85.7% |
| 5Y | -91.8% | +408.4% | -500.2% | -96.5% |
| 10Y | +43.7% | +1,450.4% | -1,406.7% | -64.4% |
| All | -98.6% | +1,433.6% | -1,532.3% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling