-76.8%
PLUG vs SPXU
-79.5%
+2.6%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.2% | +7.0% |
| 7D | +5.8% | +7.6% | -1.7% | +11.7% |
| 30D | -18.5% | +17.5% | -36.1% | -8.7% |
| 3M | -30.0% | +14.7% | -44.6% | -22.0% |
| 6M | -56.2% | -0.1% | -56.1% | -53.9% |
| YTD | -26.4% | -19.8% | -6.6% | -29.7% |
| 1Y | -42.2% | -23.7% | -18.5% | -45.9% |
| 3Y | -76.8% | -79.5% | +2.6% | -83.8% |
| All | -76.8% | -79.5% | +2.6% | -83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling