+15.1%
PLUG vs ALLE
+222.4%
-207.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.3% | +8.1% |
| 7D | +5.8% | -0.6% | +6.4% | +6.1% |
| 30D | -18.5% | +25.3% | -43.9% | -31.5% |
| 3M | -30.0% | +10.3% | -40.2% | -35.4% |
| 6M | -56.2% | +38.0% | -94.2% | -66.5% |
| YTD | -26.4% | +17.8% | -44.2% | -37.4% |
| 1Y | -42.2% | +13.6% | -55.8% | -49.4% |
| 3Y | -76.8% | +89.2% | -166.0% | -86.5% |
| 5Y | -96.2% | +51.1% | -147.3% | -97.4% |
| All | +15.1% | +222.4% | -207.4% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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