+255.7%
PLUG vs PBF
+303.9%
-48.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.2% | +3.0% |
| 7D | -0.9% | +4.3% | -5.2% | -1.6% |
| 30D | +3.3% | +22.0% | -18.6% | -0.2% |
| 3M | -39.7% | +74.5% | -114.2% | -45.2% |
| 6M | -12.5% | +67.7% | -80.2% | -20.9% |
| YTD | +10.2% | +179.2% | -169.0% | -8.4% |
| 1Y | +50.7% | +170.0% | -119.3% | +25.0% |
| 3Y | -74.5% | +66.4% | -140.9% | -78.1% |
| 5Y | -91.8% | +764.5% | -856.3% | -94.8% |
| 10Y | +43.7% | +358.5% | -314.8% | -8.5% |
| All | +255.7% | +303.9% | -48.1% | +170.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling