-91.0%
PLUG vs ZBRA
-39.4%
-51.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.8% | +7.0% | +6.0% |
| 7D | +8.1% | +2.6% | +5.6% | +6.2% |
| 30D | +3.7% | -6.4% | +10.0% | +8.0% |
| 3M | -29.2% | +51.3% | -80.4% | -49.1% |
| 6M | +6.1% | +60.5% | -54.4% | -28.3% |
| YTD | +14.7% | +45.2% | -30.5% | -18.0% |
| 1Y | +56.9% | +12.3% | +44.6% | +36.1% |
| 3Y | -71.6% | +37.5% | -109.1% | -81.3% |
| 5Y | -91.0% | -39.2% | -51.9% | -88.5% |
| All | -91.0% | -39.4% | -51.6% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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