+1.1%
PLUG vs TRU
+174.2%
-173.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.2% | -7.8% | -8.3% |
| 7D | -3.2% | +4.6% | -7.8% | -6.0% |
| 30D | -18.7% | +25.4% | -44.2% | -31.0% |
| 3M | -35.3% | +4.0% | -39.3% | -38.5% |
| 6M | -56.2% | +14.5% | -70.7% | -62.4% |
| YTD | -30.7% | -3.7% | -27.0% | -35.0% |
| 1Y | -46.7% | +2.8% | -49.5% | -52.5% |
| 3Y | -61.3% | +58.5% | -119.8% | -76.1% |
| 5Y | -96.6% | -25.0% | -71.6% | -96.4% |
| 10Y | +1.1% | +186.0% | -184.9% | -30.9% |
| All | +1.1% | +174.2% | -173.1% | -30.9% |
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