+50.7%
PLUG vs PTC
-33.3%
+83.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.0% | +8.9% | +4.0% |
| 7D | -0.9% | -10.3% | +9.4% | +1.2% |
| 30D | +3.3% | +1.1% | +2.2% | +2.8% |
| 3M | -39.7% | +1.6% | -41.3% | -38.4% |
| 6M | -12.5% | -13.5% | +1.0% | +1.8% |
| YTD | +10.2% | -19.1% | +29.2% | +38.0% |
| 1Y | +50.7% | -33.9% | +84.6% | +165.2% |
| All | +50.7% | -33.3% | +83.9% | +165.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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