+55.9%
PLUG vs SPXU
-99.5%
+155.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.5% | +5.1% |
| 7D | +8.1% | -1.5% | +9.6% | +7.2% |
| 30D | +3.7% | +3.7% | -0.1% | +6.2% |
| 3M | -29.2% | -9.6% | -19.6% | -31.9% |
| 6M | +6.1% | -32.4% | +38.5% | -11.6% |
| YTD | +14.7% | -28.7% | +43.4% | -0.1% |
| 1Y | +56.9% | -38.2% | +95.2% | +29.4% |
| 3Y | -71.6% | -80.4% | +8.8% | -85.4% |
| 5Y | -91.0% | -86.0% | -5.0% | -94.5% |
| 10Y | +55.9% | -99.5% | +155.4% | -60.9% |
| All | +55.9% | -99.5% | +155.4% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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