+20.0%
PLUG vs PBF
+299.9%
-279.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.4% | +0.1% | +2.9% |
| 7D | +14.5% | -7.4% | +21.9% | +15.9% |
| 30D | -10.7% | -17.5% | +6.8% | -8.1% |
| 3M | -31.2% | +13.1% | -44.3% | -33.3% |
| 6M | -51.9% | +72.6% | -124.6% | -56.9% |
| YTD | -23.9% | +161.2% | -185.1% | -37.3% |
| 1Y | -43.4% | +93.3% | -136.7% | -51.2% |
| 3Y | -74.7% | +80.7% | -155.4% | -78.9% |
| 5Y | -96.3% | +396.1% | -492.4% | -97.5% |
| 10Y | +20.0% | +252.3% | -232.3% | -12.8% |
| All | +20.0% | +299.9% | -279.9% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 10y: compounded portfolio wealth divided by compounded PBF 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…
10y analysis · Full analysis span regression · 6 months rolling