-97.9%
PLUG vs TRI
+604.8%
-702.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.7% | +12.1% | +10.2% |
| 7D | +5.8% | -4.8% | +10.6% | +7.4% |
| 30D | -18.5% | +13.4% | -31.9% | -26.2% |
| 3M | -30.0% | +13.1% | -43.1% | -38.0% |
| 6M | -56.2% | +24.4% | -80.6% | -66.3% |
| YTD | -26.4% | -11.4% | -15.0% | -30.4% |
| 1Y | -42.2% | -15.6% | -26.6% | -43.4% |
| 3Y | -76.8% | -6.5% | -70.4% | -80.1% |
| 5Y | -96.2% | +5.3% | -101.5% | -97.0% |
| 10Y | +2.1% | +239.9% | -237.8% | -66.2% |
| All | -97.9% | +604.8% | -702.7% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling