+1.5%
PLUG vs APTV
-25.9%
+27.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.9% | -7.8% | -8.1% |
| 7D | -2.8% | -4.3% | +1.4% | -0.1% |
| 30D | -18.5% | -9.7% | -8.8% | -13.4% |
| 3M | -35.1% | -20.6% | -14.5% | -25.4% |
| 6M | -56.1% | -31.7% | -24.4% | -46.7% |
| YTD | -30.5% | -48.0% | +17.5% | -1.3% |
| 1Y | -46.5% | -52.1% | +5.6% | -18.9% |
| 3Y | -61.2% | -47.9% | -13.3% | -44.8% |
| 5Y | -96.6% | -76.9% | -19.7% | -91.9% |
| 10Y | +1.5% | -26.7% | +28.2% | +51.8% |
| All | +1.5% | -25.9% | +27.4% | +51.8% |
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