-91.9%
PLUG vs APD
+27.6%
-119.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.7% |
| 7D | -0.9% | -2.2% | +1.3% | +0.9% |
| 30D | +3.3% | +2.1% | +1.2% | +1.2% |
| 3M | -39.7% | +7.2% | -46.9% | -44.0% |
| 6M | -12.5% | +11.2% | -23.7% | -20.8% |
| YTD | +10.2% | +24.4% | -14.2% | -11.4% |
| 1Y | +50.7% | +6.7% | +44.0% | +38.3% |
| 3Y | -74.5% | +9.2% | -83.7% | -77.4% |
| All | -91.9% | +27.6% | -119.5% | -94.7% |
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