+15.1%
PLUG vs SUI
+115.7%
-100.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.5% | +8.9% | +8.3% |
| 7D | +5.8% | +6.2% | -0.4% | +1.7% |
| 30D | -18.5% | +8.6% | -27.1% | -23.3% |
| 3M | -30.0% | +1.0% | -30.9% | -31.1% |
| 6M | -56.2% | -2.6% | -53.6% | -56.4% |
| YTD | -26.4% | -0.1% | -26.3% | -28.5% |
| 1Y | -42.2% | +0.5% | -42.7% | -44.2% |
| 3Y | -76.8% | +15.3% | -92.1% | -80.3% |
| 5Y | -96.2% | -26.1% | -70.1% | -95.7% |
| All | +15.1% | +115.7% | -100.7% | -20.7% |
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