-91.9%
PLUG vs ZBH
-27.9%
-64.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.3% |
| 7D | -0.9% | -2.8% | +1.9% | +0.7% |
| 30D | +3.3% | -0.1% | +3.4% | +3.2% |
| 3M | -39.7% | +13.4% | -53.2% | -45.6% |
| 6M | -12.5% | +3.0% | -15.5% | -16.6% |
| YTD | +10.2% | +9.7% | +0.5% | -0.8% |
| 1Y | +50.7% | -5.4% | +56.1% | +48.9% |
| 3Y | -74.5% | -15.6% | -58.9% | -73.1% |
| All | -91.9% | -27.9% | -64.0% | -91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling