-7.8%
PLUG vs NUE
+445.3%
-453.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -2.1% |
| 7D | -7.2% | -2.4% | -4.8% | -6.1% |
| 30D | -16.4% | +3.8% | -20.2% | -18.4% |
| 3M | -39.0% | -3.7% | -35.3% | -38.5% |
| 6M | -61.5% | +13.2% | -74.7% | -64.9% |
| YTD | -31.2% | +61.6% | -92.8% | -48.6% |
| 1Y | -46.4% | +83.6% | -130.0% | -62.7% |
| 3Y | -61.6% | +78.6% | -140.2% | -74.3% |
| 5Y | -96.9% | +148.0% | -244.8% | -98.3% |
| 10Y | -7.8% | +449.9% | -457.7% | -71.9% |
| All | -7.8% | +445.3% | -453.1% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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