+20.0%
PLUG vs FTV
+113.3%
-93.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.1% |
| 7D | +14.5% | +0.4% | +14.1% | +14.3% |
| 30D | -10.7% | +17.2% | -27.9% | -22.6% |
| 3M | -31.2% | +8.9% | -40.1% | -36.6% |
| 6M | -51.9% | +11.3% | -63.2% | -57.5% |
| YTD | -23.9% | +21.9% | -45.8% | -39.5% |
| 1Y | -43.4% | +31.6% | -75.0% | -58.3% |
| 3Y | -74.7% | +38.1% | -112.8% | -81.5% |
| 5Y | -96.3% | +15.7% | -112.0% | -96.8% |
| 10Y | +20.0% | +107.5% | -87.5% | -34.5% |
| All | +20.0% | +113.3% | -93.3% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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