+20.0%
PLUG vs SPG
+117.3%
-97.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.0% | +1.4% | +2.4% |
| 7D | +14.5% | +5.1% | +9.4% | +11.6% |
| 30D | -10.7% | +16.8% | -27.6% | -18.0% |
| 3M | -31.2% | +5.7% | -36.8% | -33.3% |
| 6M | -51.9% | +17.8% | -69.7% | -56.7% |
| YTD | -23.9% | +30.1% | -54.0% | -35.3% |
| 1Y | -43.4% | +32.8% | -76.2% | -52.4% |
| 3Y | -74.7% | +137.2% | -211.9% | -84.3% |
| 5Y | -96.3% | +81.5% | -177.8% | -97.4% |
| 10Y | +20.0% | +116.5% | -96.5% | -12.7% |
| All | +20.0% | +117.3% | -97.3% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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