+20.0%
PLUG vs APTV
-26.1%
+46.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.3% | +2.7% |
| 7D | +14.5% | -9.8% | +24.3% | +21.7% |
| 30D | -10.7% | -8.9% | -1.8% | -5.8% |
| 3M | -31.2% | -19.5% | -11.7% | -21.7% |
| 6M | -51.9% | -31.1% | -20.8% | -42.0% |
| YTD | -23.9% | -47.5% | +23.7% | +7.5% |
| 1Y | -43.4% | -52.3% | +8.9% | -13.9% |
| 3Y | -74.7% | -45.2% | -29.5% | -65.9% |
| 5Y | -96.3% | -76.9% | -19.5% | -91.2% |
| 10Y | +20.0% | -25.1% | +45.1% | +75.7% |
| All | +20.0% | -26.1% | +46.1% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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