+7.1%
PLUG vs SUI
+118.9%
-111.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.7% | -8.2% | -8.0% |
| 7D | -4.9% | +8.8% | -13.7% | -9.9% |
| 30D | -27.4% | +8.9% | -36.4% | -31.7% |
| 3M | -35.7% | +2.0% | -37.7% | -37.1% |
| 6M | -59.3% | -0.6% | -58.7% | -60.0% |
| YTD | -31.5% | +1.3% | -32.8% | -34.0% |
| 1Y | -48.9% | +1.3% | -50.1% | -50.8% |
| 3Y | -79.6% | +16.3% | -95.9% | -82.7% |
| 5Y | -96.5% | -25.1% | -71.4% | -96.0% |
| All | +7.1% | +118.9% | -111.8% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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