-42.1%
PLUG vs STZ
+14.7%
-56.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.3% | -1.8% | +5.1% |
| 7D | +2.8% | +13.0% | -10.2% | +6.7% |
| 30D | -22.8% | +29.4% | -52.2% | -16.7% |
| 3M | -32.4% | +11.6% | -44.0% | -29.6% |
| 6M | -53.4% | -0.2% | -53.1% | -52.2% |
| YTD | -25.9% | +8.6% | -34.4% | -32.3% |
| 1Y | -42.1% | +15.9% | -58.0% | -49.2% |
| All | -42.1% | +14.7% | -56.8% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling