-96.9%
PLUG vs SUI
-27.1%
-69.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.5% |
| 7D | -7.2% | -2.4% | -4.8% | -5.6% |
| 30D | -16.4% | +3.3% | -19.7% | -19.2% |
| 3M | -39.0% | +0.7% | -39.6% | -40.0% |
| 6M | -61.5% | -4.1% | -57.4% | -61.3% |
| YTD | -31.2% | -1.8% | -29.4% | -33.0% |
| 1Y | -46.4% | -4.1% | -42.4% | -46.9% |
| 3Y | -61.6% | +17.4% | -79.0% | -71.2% |
| 5Y | -96.9% | -27.0% | -69.9% | -96.0% |
| All | -96.9% | -27.1% | -69.8% | -96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling