-26.5%
PLUG vs AU
+818.2%
-844.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.5% | -9.0% | -10.2% |
| 7D | -23.4% | -7.2% | -16.2% | -22.2% |
| 30D | -23.4% | -2.9% | -20.6% | -22.9% |
| 3M | -51.7% | -8.7% | -43.1% | -50.8% |
| 6M | -72.0% | -14.1% | -57.8% | -71.3% |
| YTD | -43.7% | +4.8% | -48.4% | -45.3% |
| 1Y | -55.4% | +11.9% | -67.3% | -57.3% |
| 3Y | -68.0% | +513.8% | -581.8% | -78.3% |
| 5Y | -97.4% | +379.3% | -476.7% | -98.2% |
| All | -26.5% | +818.2% | -844.7% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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