-91.0%
PLUG vs TDY
+36.7%
-127.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.9% | +5.1% | +5.1% |
| 7D | +8.1% | -0.9% | +9.0% | +9.1% |
| 30D | +3.7% | -12.5% | +16.1% | +19.1% |
| 3M | -29.2% | -1.2% | -28.0% | -28.5% |
| 6M | +6.1% | -6.6% | +12.7% | +13.1% |
| YTD | +14.7% | +18.5% | -3.8% | -6.5% |
| 1Y | +56.9% | +10.8% | +46.2% | +38.5% |
| 3Y | -71.6% | +47.5% | -119.1% | -83.2% |
| 5Y | -91.0% | +35.8% | -126.8% | -94.1% |
| All | -91.0% | +36.7% | -127.7% | -94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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