-7.5%
PLUG vs ATI
+1,017.6%
-1,025.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.6% | -3.4% | -1.7% |
| 7D | -6.8% | +4.7% | -11.6% | -8.2% |
| 30D | -16.0% | -0.2% | -15.8% | -16.2% |
| 3M | -38.7% | -18.5% | -20.2% | -34.5% |
| 6M | -61.4% | +16.4% | -77.7% | -63.7% |
| YTD | -31.0% | +63.4% | -94.4% | -43.4% |
| 1Y | -46.2% | +91.5% | -137.8% | -58.4% |
| 3Y | -61.5% | +329.2% | -390.7% | -78.7% |
| 5Y | -96.9% | +966.7% | -1,063.6% | -98.7% |
| 10Y | -7.5% | +1,003.8% | -1,011.2% | -64.7% |
| All | -7.5% | +1,017.6% | -1,025.1% | -64.7% |
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