+20.0%
PLUG vs AEIS
+358.4%
-338.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +11.3% | -7.9% | -3.4% |
| 7D | +14.5% | +1.0% | +13.5% | +12.3% |
| 30D | -10.7% | -24.0% | +13.3% | +3.3% |
| 3M | -31.2% | -32.5% | +1.3% | -15.9% |
| 6M | -51.9% | -38.6% | -13.4% | -40.4% |
| YTD | -23.9% | +4.8% | -28.7% | -37.4% |
| 1Y | -43.4% | +1.3% | -44.7% | -52.5% |
| 3Y | -74.7% | +159.2% | -233.9% | -89.2% |
| 5Y | -96.3% | +140.8% | -237.1% | -98.3% |
| 10Y | +20.0% | +349.8% | -329.8% | -55.4% |
| All | +20.0% | +358.4% | -338.4% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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