-91.9%
PLUG vs PRU
+48.6%
-140.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.7% |
| 7D | -0.9% | +1.9% | -2.8% | -2.6% |
| 30D | +3.3% | +2.7% | +0.6% | +0.6% |
| 3M | -39.7% | +19.5% | -59.2% | -49.3% |
| 6M | -12.5% | +26.6% | -39.1% | -30.4% |
| YTD | +10.2% | +12.3% | -2.2% | -3.0% |
| 1Y | +50.7% | +18.0% | +32.6% | +27.2% |
| 3Y | -74.5% | +47.0% | -121.5% | -84.0% |
| All | -91.9% | +48.6% | -140.5% | -94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling