-91.9%
PLUG vs ESI
+72.3%
-164.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +0.4% |
| 7D | -0.9% | +3.3% | -4.2% | -3.6% |
| 30D | +3.3% | -5.9% | +9.2% | +8.5% |
| 3M | -39.7% | -14.1% | -25.6% | -33.3% |
| 6M | -12.5% | +6.6% | -19.1% | -21.1% |
| YTD | +10.2% | +45.0% | -34.9% | -26.7% |
| 1Y | +50.7% | +41.5% | +9.2% | +3.6% |
| 3Y | -74.5% | +78.8% | -153.3% | -87.1% |
| All | -91.9% | +72.3% | -164.2% | -95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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