-81.3%
PLUG vs SPXU
-100.0%
+18.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -7.0% | +10.5% | -0.1% |
| 7D | +14.5% | -1.5% | +16.0% | +14.9% |
| 30D | -10.7% | +9.7% | -20.4% | -4.8% |
| 3M | -31.2% | +8.4% | -39.6% | -26.6% |
| 6M | -51.9% | -5.7% | -46.2% | -51.2% |
| YTD | -23.9% | -25.4% | +1.6% | -29.3% |
| 1Y | -43.4% | -28.9% | -14.5% | -48.3% |
| 3Y | -74.7% | -81.2% | +6.5% | -85.8% |
| 5Y | -96.3% | -83.3% | -13.0% | -97.3% |
| 10Y | +20.0% | -99.5% | +119.5% | -64.1% |
| All | -81.3% | -100.0% | +18.7% | -97.9% |
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 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