-17.9%
PLUG vs PRU
+97.4%
-115.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.5% | -8.3% | -8.5% |
| 7D | -8.1% | 0.0% | -8.1% | -8.3% |
| 30D | -20.5% | +7.9% | -28.4% | -24.7% |
| 3M | -45.9% | +0.9% | -46.7% | -46.5% |
| 6M | -65.2% | +22.4% | -87.5% | -70.0% |
| YTD | -37.1% | +12.7% | -49.8% | -43.1% |
| 1Y | -54.6% | +19.6% | -74.2% | -60.5% |
| 3Y | -64.9% | +54.0% | -118.9% | -74.7% |
| 5Y | -97.1% | +41.0% | -138.2% | -97.8% |
| All | -17.9% | +97.4% | -115.3% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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