+58.4%
PLUG vs TRI
+190.6%
-132.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -3.1% |
| 7D | +3.8% | -8.4% | +12.2% | +7.5% |
| 30D | +2.8% | -6.5% | +9.3% | +5.0% |
| 3M | -25.4% | +18.6% | -44.0% | -34.9% |
| 6M | -0.5% | -10.4% | +10.0% | -0.1% |
| YTD | +10.2% | -23.7% | +33.9% | +21.2% |
| 1Y | +53.9% | -42.5% | +96.4% | +106.6% |
| 3Y | -72.7% | -19.3% | -53.5% | -73.6% |
| 5Y | -91.4% | -9.7% | -81.8% | -92.5% |
| 10Y | +58.4% | +194.4% | -136.0% | -40.2% |
| All | +58.4% | +190.6% | -132.2% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TRI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling