-72.9%
PLUG vs SPXU
-100.0%
+27.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.6% | +3.5% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | +3.3% | +0.8% | +2.5% | +4.1% |
| 3M | -39.7% | -4.7% | -35.0% | -39.8% |
| 6M | -12.5% | -29.6% | +17.1% | -23.5% |
| YTD | +10.2% | -29.9% | +40.0% | -2.9% |
| 1Y | +50.7% | -39.1% | +89.8% | +26.9% |
| 3Y | -74.5% | -80.0% | +5.5% | -85.3% |
| 5Y | -91.8% | -86.0% | -5.7% | -94.5% |
| 10Y | +43.7% | -99.5% | +143.2% | -59.0% |
| All | -72.9% | -100.0% | +27.1% | -97.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling