+15.1%
PLUG vs ED
+129.3%
-114.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.4% | +9.8% | +7.7% |
| 7D | +5.8% | +1.6% | +4.2% | +5.5% |
| 30D | -18.5% | +13.3% | -31.8% | -20.2% |
| 3M | -30.0% | +9.7% | -39.7% | -31.1% |
| 6M | -56.2% | +12.8% | -69.0% | -57.2% |
| YTD | -26.4% | +22.3% | -48.7% | -29.6% |
| 1Y | -42.2% | +26.3% | -68.5% | -45.2% |
| 3Y | -76.8% | +45.0% | -121.9% | -79.2% |
| 5Y | -96.2% | +80.2% | -176.4% | -96.7% |
| All | +15.1% | +129.3% | -114.2% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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