+20.0%
PLUG vs EMB
+30.9%
-10.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.8% | +2.0% |
| 7D | +14.5% | +0.8% | +13.7% | +12.5% |
| 30D | -10.7% | +1.5% | -12.2% | -13.6% |
| 3M | -31.2% | -1.9% | -29.3% | -27.6% |
| 6M | -51.9% | -1.6% | -50.3% | -49.6% |
| YTD | -23.9% | 0.0% | -23.9% | -23.2% |
| 1Y | -43.4% | +1.1% | -44.5% | -44.1% |
| 3Y | -74.7% | +30.9% | -105.6% | -85.1% |
| 5Y | -96.3% | +7.1% | -103.4% | -96.7% |
| 10Y | +20.0% | +31.1% | -11.1% | -5.4% |
| All | +20.0% | +30.9% | -10.9% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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