-74.6%
PLUG vs FDS
-27.9%
-46.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.5% | +6.4% | +2.9% |
| 7D | -0.9% | -1.9% | +1.0% | -0.9% |
| 30D | +3.3% | +9.0% | -5.7% | +3.2% |
| 3M | -39.7% | +18.9% | -58.6% | -39.9% |
| 6M | -12.5% | +35.1% | -47.6% | -14.3% |
| YTD | +10.2% | +5.5% | +4.7% | +11.7% |
| 1Y | +50.7% | -16.8% | +67.5% | +59.6% |
| All | -74.6% | -27.9% | -46.7% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 3y: compounded portfolio wealth divided by compounded FDS 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…
3y analysis · Full analysis span regression · 6 months rolling