-91.0%
PLUG vs AFL
+134.0%
-225.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.7% | +5.9% | +4.9% |
| 7D | +8.1% | -0.7% | +8.9% | +8.4% |
| 30D | +3.7% | -7.1% | +10.8% | +6.7% |
| 3M | -29.2% | +0.4% | -29.6% | -30.2% |
| 6M | +6.1% | +4.5% | +1.6% | +2.1% |
| YTD | +14.7% | +6.1% | +8.7% | +8.9% |
| 1Y | +56.9% | +10.6% | +46.4% | +46.0% |
| 3Y | -71.6% | +64.0% | -135.6% | -81.6% |
| 5Y | -91.0% | +133.7% | -224.8% | -95.8% |
| All | -91.0% | +134.0% | -225.0% | -95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 5y: compounded portfolio wealth divided by compounded AFL 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…
5y analysis · Full analysis span regression · 6 months rolling