-76.8%
PLUG vs PRU
+46.4%
-123.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.6% | +10.0% | +8.9% |
| 7D | +5.8% | +2.4% | +3.4% | +4.3% |
| 30D | -18.5% | +6.1% | -24.7% | -21.5% |
| 3M | -30.0% | -0.7% | -29.2% | -29.9% |
| 6M | -56.2% | +22.1% | -78.3% | -61.9% |
| YTD | -26.4% | +9.8% | -36.2% | -31.7% |
| 1Y | -42.2% | +19.4% | -61.6% | -49.3% |
| 3Y | -76.8% | +50.4% | -127.2% | -87.0% |
| All | -76.8% | +46.4% | -123.3% | -87.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling