-91.9%
PLUG vs FIVE
+31.2%
-123.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.1% | -2.3% | 0.0% |
| 7D | -0.9% | +4.3% | -5.2% | -3.2% |
| 30D | +3.3% | +12.5% | -9.2% | -3.8% |
| 3M | -39.7% | +31.2% | -71.0% | -48.9% |
| 6M | -12.5% | +14.4% | -26.9% | -21.7% |
| YTD | +10.2% | +33.9% | -23.7% | -10.7% |
| 1Y | +50.7% | +65.1% | -14.4% | +7.6% |
| 3Y | -74.5% | +49.0% | -123.5% | -81.7% |
| All | -91.9% | +31.2% | -123.1% | -94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling