-96.5%
PLUG vs SPXU
-81.8%
-14.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.7% | +8.2% | +6.9% |
| 7D | +5.8% | +7.6% | -1.7% | +12.7% |
| 30D | -18.5% | +17.5% | -36.1% | -7.0% |
| 3M | -30.0% | +14.7% | -44.6% | -20.8% |
| 6M | -56.2% | -0.1% | -56.1% | -53.7% |
| YTD | -26.4% | -19.8% | -6.6% | -31.0% |
| 1Y | -42.2% | -23.7% | -18.5% | -47.2% |
| 3Y | -76.8% | -79.5% | +2.6% | -89.9% |
| All | -96.5% | -81.8% | -14.7% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling