+20.0%
PLUG vs ATI
+1,119.3%
-1,099.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.2% | -1.7% | +1.6% |
| 7D | +14.5% | +6.0% | +8.5% | +12.3% |
| 30D | -10.7% | -3.6% | -7.1% | -9.8% |
| 3M | -31.2% | -18.9% | -12.3% | -26.3% |
| 6M | -51.9% | +16.7% | -68.6% | -54.9% |
| YTD | -23.9% | +61.1% | -84.9% | -37.3% |
| 1Y | -43.4% | +89.3% | -132.7% | -56.1% |
| 3Y | -74.7% | +333.3% | -408.0% | -86.2% |
| 5Y | -96.3% | +954.5% | -1,050.8% | -98.5% |
| 10Y | +20.0% | +1,067.0% | -1,047.0% | -54.8% |
| All | +20.0% | +1,119.3% | -1,099.3% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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