-96.5%
PLUG vs FIVE
+15.3%
-111.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.3% | -3.3% | -5.2% |
| 7D | -4.9% | -1.7% | -3.2% | -4.0% |
| 30D | -27.4% | +14.9% | -42.3% | -33.0% |
| 3M | -35.7% | +7.6% | -43.3% | -39.0% |
| 6M | -59.3% | +6.4% | -65.8% | -62.1% |
| YTD | -31.5% | +28.1% | -59.6% | -43.4% |
| 1Y | -48.9% | +54.7% | -103.6% | -62.4% |
| 3Y | -79.6% | +36.1% | -115.7% | -84.5% |
| 5Y | -96.5% | +14.9% | -111.4% | -97.1% |
| All | -96.5% | +15.3% | -111.8% | -97.1% |
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