+150.0%
PLUG vs ESI
+182.6%
-32.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.9% | +5.5% | +6.4% |
| 7D | +5.8% | -8.5% | +14.4% | +11.1% |
| 30D | -18.5% | -15.7% | -2.9% | -10.8% |
| 3M | -30.0% | -18.2% | -11.7% | -22.2% |
| 6M | -56.2% | -28.8% | -27.4% | -48.0% |
| YTD | -26.4% | +26.3% | -52.7% | -36.7% |
| 1Y | -42.2% | +18.2% | -60.5% | -48.5% |
| 3Y | -76.8% | +68.1% | -144.9% | -82.9% |
| 5Y | -96.2% | +28.8% | -125.0% | -96.7% |
| 10Y | +2.1% | +329.8% | -327.7% | -46.2% |
| All | +150.0% | +182.6% | -32.6% | +232.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling