+20.6%
AEM vs PLUG
-48.8%
+69.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.4% | +1.4% | +4.3% |
| 7D | +17.8% | +14.5% | +3.3% | +15.5% |
| 30D | +6.2% | -10.7% | +16.9% | +7.7% |
| 3M | +12.5% | -31.2% | +43.7% | +17.9% |
| 6M | +4.4% | -51.9% | +56.3% | +12.5% |
| YTD | +19.2% | -23.9% | +43.1% | +23.7% |
| All | +20.6% | -48.8% | +69.4% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling