-73.8%
PLUG vs TRI
-11.0%
-62.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.4% | +8.3% | +3.3% |
| 7D | -0.9% | -0.5% | -0.4% | -0.9% |
| 30D | +3.3% | +7.9% | -4.5% | +2.5% |
| 3M | -39.7% | +24.1% | -63.8% | -41.8% |
| 6M | -12.5% | +3.8% | -16.3% | -11.9% |
| YTD | +10.2% | -16.9% | +27.0% | +17.2% |
| 1Y | +50.7% | -38.4% | +89.1% | +76.0% |
| All | -73.8% | -11.0% | -62.8% | -76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling