-91.0%
PLUG vs AU
+676.5%
-767.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.1% | +5.3% | +4.5% |
| 7D | +8.1% | -0.3% | +8.4% | +8.2% |
| 30D | +3.7% | +12.8% | -9.1% | -0.2% |
| 3M | -29.2% | +28.5% | -57.6% | -34.8% |
| 6M | +6.1% | +4.8% | +1.3% | +2.1% |
| YTD | +14.7% | +31.0% | -16.2% | +0.8% |
| 1Y | +56.9% | +81.4% | -24.5% | +23.0% |
| 3Y | -71.6% | +618.4% | -690.0% | -87.6% |
| 5Y | -91.0% | +686.3% | -777.4% | -96.4% |
| All | -91.0% | +676.5% | -767.6% | -96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling