+20.0%
PLUG vs ZBH
+16.4%
+3.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.9% | +2.0% |
| 7D | +14.5% | +11.3% | +3.2% | +7.6% |
| 30D | -10.7% | +21.5% | -32.2% | -20.4% |
| 3M | -31.2% | +12.5% | -43.7% | -36.4% |
| 6M | -51.9% | +32.3% | -84.2% | -60.8% |
| YTD | -23.9% | +21.4% | -45.3% | -35.5% |
| 1Y | -43.4% | +23.7% | -67.1% | -52.7% |
| 3Y | -74.7% | +7.0% | -81.7% | -77.6% |
| 5Y | -96.3% | -13.2% | -83.1% | -96.2% |
| 10Y | +20.0% | +19.3% | +0.7% | +23.2% |
| All | +20.0% | +16.4% | +3.6% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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