-6.8%
PLUG vs TRI
+220.3%
-227.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.1% | -8.8% | -8.7% |
| 7D | -2.8% | -1.6% | -1.2% | -2.6% |
| 30D | -18.5% | +5.0% | -23.5% | -21.6% |
| 3M | -35.1% | +4.6% | -39.6% | -38.4% |
| 6M | -56.1% | +18.3% | -74.4% | -62.9% |
| YTD | -30.5% | -14.7% | -15.7% | -28.8% |
| 1Y | -46.5% | -16.7% | -29.8% | -44.3% |
| 3Y | -61.2% | -11.3% | -49.8% | -64.8% |
| 5Y | -96.6% | -0.6% | -96.0% | -97.2% |
| All | -6.8% | +220.3% | -227.1% | -64.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling