-96.3%
PLUG vs APD
+12.1%
-108.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.0% | +1.4% | +1.8% |
| 7D | +14.5% | -1.6% | +16.1% | +16.0% |
| 30D | -10.7% | +10.6% | -21.3% | -18.1% |
| 3M | -31.2% | +2.5% | -33.7% | -33.1% |
| 6M | -51.9% | +6.0% | -57.9% | -54.8% |
| YTD | -23.9% | +28.4% | -52.3% | -40.6% |
| 1Y | -43.4% | +22.2% | -65.5% | -54.2% |
| 3Y | -74.7% | +26.6% | -101.3% | -80.6% |
| 5Y | -96.3% | +11.8% | -108.1% | -97.1% |
| All | -96.3% | +12.1% | -108.4% | -97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling