-54.6%
PLUG vs STZ
+12.7%
-67.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.3% | -9.2% | -8.7% |
| 7D | -8.1% | 0.0% | -8.2% | -8.1% |
| 30D | -20.5% | +14.7% | -35.2% | -17.1% |
| 3M | -45.9% | +8.8% | -54.7% | -44.0% |
| 6M | -65.2% | +3.1% | -68.2% | -64.2% |
| YTD | -37.1% | +7.9% | -44.9% | -43.5% |
| 1Y | -54.6% | +14.2% | -68.7% | -62.1% |
| All | -54.6% | +12.7% | -67.2% | -62.1% |
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