+55.9%
PLUG vs TRU
+138.6%
-82.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.8% | +6.9% | +6.0% |
| 7D | +8.1% | -7.2% | +15.3% | +13.1% |
| 30D | +3.7% | -2.8% | +6.5% | +5.0% |
| 3M | -29.2% | +13.0% | -42.2% | -37.0% |
| 6M | +6.1% | +0.7% | +5.4% | +0.2% |
| YTD | +14.7% | -9.0% | +23.7% | +13.8% |
| 1Y | +56.9% | -16.3% | +73.3% | +63.9% |
| 3Y | -71.6% | -1.1% | -70.5% | -75.5% |
| 5Y | -91.0% | -36.0% | -55.0% | -89.5% |
| 10Y | +55.9% | +139.9% | -84.0% | +24.7% |
| All | +55.9% | +138.6% | -82.8% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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