-7.5%
PLUG vs AEE
+216.2%
-223.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.6% |
| 7D | -6.8% | +0.2% | -7.0% | -6.9% |
| 30D | -16.0% | +9.7% | -25.8% | -18.7% |
| 3M | -38.7% | +5.8% | -44.5% | -40.0% |
| 6M | -61.4% | +4.5% | -65.8% | -62.2% |
| YTD | -31.0% | +15.8% | -46.8% | -35.4% |
| 1Y | -46.2% | +10.8% | -57.0% | -48.8% |
| 3Y | -61.5% | +62.8% | -124.3% | -69.2% |
| 5Y | -96.9% | +56.1% | -153.0% | -97.4% |
| 10Y | -7.5% | +216.4% | -223.9% | -29.4% |
| All | -7.5% | +216.2% | -223.7% | -29.4% |
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