-74.6%
PLUG vs APD
+9.1%
-83.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.5% |
| 7D | -0.9% | -2.2% | +1.3% | +0.5% |
| 30D | +3.3% | +2.1% | +1.2% | +1.7% |
| 3M | -39.7% | +7.2% | -46.9% | -42.9% |
| 6M | -12.5% | +11.2% | -23.7% | -18.6% |
| YTD | +10.2% | +24.4% | -14.2% | -6.5% |
| 1Y | +50.7% | +6.7% | +44.0% | +43.4% |
| All | -74.6% | +9.1% | -83.8% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 3y: compounded portfolio wealth divided by compounded APD 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…
3y analysis · Full analysis span regression · 6 months rolling