-42.2%
PLUG vs STZ
+13.3%
-55.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.8% | +9.2% | +6.8% |
| 7D | +5.8% | +4.9% | +0.9% | +7.5% |
| 30D | -18.5% | +20.9% | -39.4% | -13.5% |
| 3M | -30.0% | +8.0% | -37.9% | -27.6% |
| 6M | -56.2% | -5.3% | -50.9% | -55.5% |
| YTD | -26.4% | +5.9% | -32.3% | -32.6% |
| 1Y | -42.2% | +14.2% | -56.4% | -46.8% |
| All | -42.2% | +13.3% | -55.5% | -46.8% |
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