-91.0%
PLUG vs NUE
+142.0%
-233.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.8% | +5.9% | +5.1% |
| 7D | +8.1% | +1.8% | +6.4% | +6.9% |
| 30D | +3.7% | -6.0% | +9.6% | +6.6% |
| 3M | -29.2% | +1.4% | -30.6% | -31.0% |
| 6M | +6.1% | +52.8% | -46.7% | -18.2% |
| YTD | +14.7% | +58.1% | -43.4% | -13.4% |
| 1Y | +56.9% | +80.4% | -23.5% | +9.2% |
| 3Y | -71.6% | +62.3% | -133.9% | -80.0% |
| 5Y | -91.0% | +146.2% | -237.2% | -95.1% |
| All | -91.0% | +142.0% | -233.1% | -95.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling