-54.8%
PLUG vs EXR
+24.1%
-78.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.6% | -8.6% | -9.1% |
| 7D | -8.5% | -1.2% | -7.3% | -8.4% |
| 30D | -20.8% | +18.3% | -39.1% | -21.5% |
| 3M | -46.1% | +9.1% | -55.1% | -46.5% |
| 6M | -65.3% | +11.7% | -77.1% | -65.9% |
| YTD | -37.3% | +25.7% | -63.0% | -46.6% |
| 1Y | -54.8% | +24.9% | -79.7% | -61.6% |
| All | -54.8% | +24.1% | -78.9% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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