+55.9%
PLUG vs EMB
+29.2%
+26.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.3% | +4.4% |
| 7D | +8.1% | +0.3% | +7.8% | +7.4% |
| 30D | +3.7% | -0.5% | +4.2% | +5.0% |
| 3M | -29.2% | +0.3% | -29.5% | -29.5% |
| 6M | +6.1% | +1.2% | +4.9% | +4.1% |
| YTD | +14.7% | +1.5% | +13.3% | +11.5% |
| 1Y | +56.9% | +4.8% | +52.1% | +42.5% |
| 3Y | -71.6% | +30.4% | -102.0% | -83.1% |
| 5Y | -91.0% | +7.3% | -98.3% | -92.1% |
| 10Y | +55.9% | +29.7% | +26.1% | +25.0% |
| All | +55.9% | +29.2% | +26.6% | +25.0% |
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