+15.1%
PLUG vs FTI
+184.4%
-169.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.1% | +4.3% | +6.3% |
| 7D | +5.8% | -7.6% | +13.5% | +8.8% |
| 30D | -18.5% | -7.1% | -11.4% | -16.7% |
| 3M | -30.0% | -8.7% | -21.2% | -28.2% |
| 6M | -56.2% | -14.0% | -42.2% | -54.5% |
| YTD | -26.4% | +42.8% | -69.2% | -36.0% |
| 1Y | -42.2% | +50.4% | -92.6% | -50.9% |
| 3Y | -76.8% | +194.1% | -271.0% | -85.4% |
| 5Y | -96.2% | +775.2% | -871.4% | -98.5% |
| All | +15.1% | +184.4% | -169.4% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 10y: compounded portfolio wealth divided by compounded FTI 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…
10y analysis · Full analysis span regression · 6 months rolling