+375.9%
AEM vs PLUG
+25.0%
+350.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.4% | +1.4% | +4.7% |
| 7D | +17.8% | +14.5% | +3.3% | +17.1% |
| 30D | +6.2% | -10.7% | +16.9% | +6.7% |
| 3M | +12.5% | -31.2% | +43.7% | +14.3% |
| 6M | +4.4% | -51.9% | +56.3% | +7.3% |
| YTD | +19.2% | -23.9% | +43.1% | +19.9% |
| 1Y | +25.5% | -43.4% | +68.9% | +27.4% |
| 3Y | +346.4% | -74.7% | +421.2% | +348.1% |
| 5Y | +305.7% | -96.3% | +402.0% | +322.6% |
| 10Y | +375.9% | +20.0% | +355.9% | +369.5% |
| All | +375.9% | +25.0% | +350.9% | +369.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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