+7.1%
PLUG vs ALLE
+225.5%
-218.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -2.9% | -4.7% | -5.5% |
| 7D | -4.9% | 0.0% | -5.0% | -5.0% |
| 30D | -27.4% | +20.6% | -48.0% | -37.2% |
| 3M | -35.7% | +11.4% | -47.1% | -41.1% |
| 6M | -59.3% | +42.5% | -101.9% | -69.7% |
| YTD | -31.5% | +18.9% | -50.4% | -42.1% |
| 1Y | -48.9% | +14.2% | -63.0% | -55.3% |
| 3Y | -79.6% | +90.7% | -170.3% | -88.1% |
| 5Y | -96.5% | +52.5% | -149.0% | -97.6% |
| All | +7.1% | +225.5% | -218.3% | -52.9% |
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