+58.4%
PLUG vs PNR
+63.0%
-4.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -2.5% |
| 7D | +3.8% | -3.9% | +7.7% | +7.0% |
| 30D | +2.8% | -13.8% | +16.6% | +15.4% |
| 3M | -25.4% | -22.5% | -2.9% | -11.6% |
| 6M | -0.5% | -37.2% | +36.7% | +37.7% |
| YTD | +10.2% | -44.2% | +54.4% | +66.7% |
| 1Y | +53.9% | -46.6% | +100.5% | +142.9% |
| 3Y | -72.7% | -12.5% | -60.2% | -72.2% |
| 5Y | -91.4% | -19.3% | -72.1% | -90.7% |
| 10Y | +58.4% | +67.5% | -9.1% | +1.4% |
| All | +58.4% | +63.0% | -4.6% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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