+20.0%
PLUG vs AEE
+205.5%
-185.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.0% | +2.4% | +3.1% |
| 7D | +14.5% | +2.3% | +12.2% | +13.6% |
| 30D | -10.7% | +11.6% | -22.3% | -14.0% |
| 3M | -31.2% | +5.5% | -36.7% | -32.5% |
| 6M | -51.9% | +6.0% | -57.9% | -53.2% |
| YTD | -23.9% | +16.6% | -40.4% | -28.8% |
| 1Y | -43.4% | +12.1% | -55.4% | -46.2% |
| 3Y | -74.7% | +64.2% | -138.9% | -79.8% |
| 5Y | -96.3% | +59.1% | -155.4% | -97.0% |
| 10Y | +20.0% | +210.2% | -190.2% | -2.0% |
| All | +20.0% | +205.5% | -185.5% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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