-91.9%
PLUG vs PTC
+6.0%
-97.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.0% | +8.9% | +8.0% |
| 7D | -0.9% | -10.3% | +9.4% | +8.3% |
| 30D | +3.3% | +1.1% | +2.2% | +0.9% |
| 3M | -39.7% | +1.6% | -41.3% | -43.2% |
| 6M | -12.5% | -13.5% | +1.0% | -5.5% |
| YTD | +10.2% | -19.1% | +29.2% | +26.8% |
| 1Y | +50.7% | -33.9% | +84.6% | +115.9% |
| 3Y | -74.5% | -3.9% | -70.6% | -76.9% |
| All | -91.9% | +6.0% | -97.9% | -93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling