-42.1%
PLUG vs FIVE
+63.3%
-105.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.7% | -3.2% | +2.2% |
| 7D | +2.8% | +7.5% | -4.7% | +1.3% |
| 30D | -22.8% | +16.7% | -39.5% | -25.2% |
| 3M | -32.4% | +13.4% | -45.8% | -34.3% |
| 6M | -53.4% | +9.0% | -62.4% | -53.8% |
| YTD | -25.9% | +33.8% | -59.7% | -35.5% |
| 1Y | -42.1% | +61.2% | -103.2% | -57.4% |
| All | -42.1% | +63.3% | -105.3% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1y: compounded portfolio wealth divided by compounded FIVE 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…
1y analysis · Full analysis span regression · 6 months rolling